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
$79B
AUM Growth
+$5.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1
+$555M
2
+$272M
3
+$161M
4
CVS icon
CVS Health
CVS
+$160M
5
MCD icon
McDonald's
MCD
+$139M

Top Sells

1
+$388M
2
+$211M
3
+$209M
4
NSC icon
Norfolk Southern
NSC
+$162M
5
NVST icon
Envista
NVST
+$149M

Sector Composition

1 Technology 20.99%
2 Financials 14.12%
3 Healthcare 13.38%
4 Industrials 11.48%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
20
+10
2027
$1K ﹤0.01%
8
2028
$1K ﹤0.01%
56
2029
$1K ﹤0.01%
+23
2030
$1K ﹤0.01%
378
-250
2031
$1K ﹤0.01%
+625
2032
$1K ﹤0.01%
50
2033
$1K ﹤0.01%
27
-2,684
2034
$1K ﹤0.01%
56
2035
$1K ﹤0.01%
+222
2036
$1K ﹤0.01%
+935
2037
$1K ﹤0.01%
11
-5
2038
$1K ﹤0.01%
36
2039
$1K ﹤0.01%
24
+12
2040
$1K ﹤0.01%
165
+59
2041
$1K ﹤0.01%
+14
2042
$1K ﹤0.01%
103
-6
2043
$1K ﹤0.01%
+176
2044
$1K ﹤0.01%
11
2045
$1K ﹤0.01%
+46
2046
$1K ﹤0.01%
27
-739
2047
$1K ﹤0.01%
42
2048
– –
-28,671
2049
– –
-2,286
2050
– –
0
80 81
82
83 84