Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $58.9B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.5B
AUM Growth
-$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$301M
2
+$252M
3
+$251M
4
KVUE icon
Kenvue
KVUE
+$174M
5
FIS icon
Fidelity National Information Services
FIS
+$166M

Top Sells

1
+$547M
2
+$459M
3
+$203M
4
WFC icon
Wells Fargo
WFC
+$199M
5
BAC icon
Bank of America
BAC
+$199M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.36%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
24
2027
– –
0
2028
$1K ﹤0.01%
53
2029
$1K ﹤0.01%
16
+5
2030
$1K ﹤0.01%
36
-17
2031
$1K ﹤0.01%
42
-12
2032
$1K ﹤0.01%
12
2033
$1K ﹤0.01%
+13
2034
$1K ﹤0.01%
56
+16
2035
$1K ﹤0.01%
29
-2
2036
– –
-656
2037
– –
-1,694
2038
$0 ﹤0.01%
158
2039
– –
-549
2040
$0 ﹤0.01%
8
-206
2041
– –
-8,650
2042
$0 ﹤0.01%
12,772
-268
2043
– –
-4,330
2044
– –
-6,706
2045
– –
-7,094
2046
– –
-1,329
2047
$0 ﹤0.01%
42
2048
– –
-9,471
2049
$0 ﹤0.01%
245
2050
– –
-160,936
80 81
82
83 84