Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $74.2B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$574M
2
+$284M
3
+$187M
4
CVS icon
CVS Health
CVS
+$177M
5
MCD icon
McDonald's
MCD
+$151M

Top Sells

1
+$422M
2
+$213M
3
+$192M
4
NSC icon
Norfolk Southern
NSC
+$183M
5
CYBR icon
CyberArk
CYBR
+$168M

Sector Composition

1 Technology 20.99%
2 Financials 14.11%
3 Healthcare 13.38%
4 Industrials 11.47%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
6
+3
2027
$1K ﹤0.01%
221
2028
$1K ﹤0.01%
20
+10
2029
$1K ﹤0.01%
8
2030
$1K ﹤0.01%
56
2031
$1K ﹤0.01%
+23
2032
$1K ﹤0.01%
378
-250
2033
$1K ﹤0.01%
+625
2034
$1K ﹤0.01%
50
2035
$1K ﹤0.01%
27
-2,684
2036
$1K ﹤0.01%
56
2037
$1K ﹤0.01%
274
-7,387
2038
$1K ﹤0.01%
+935
2039
$1K ﹤0.01%
11
-5
2040
$1K ﹤0.01%
36
2041
$1K ﹤0.01%
24
+12
2042
$1K ﹤0.01%
165
+59
2043
$1K ﹤0.01%
+14
2044
$1K ﹤0.01%
103
-6
2045
$1K ﹤0.01%
42
2046
$1K ﹤0.01%
+138
2047
$1K ﹤0.01%
+176
2048
$0 ﹤0.01%
+9
2049
– –
-5,349
2050
– –
-8,586
80 81
82
83 84