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
$65.1B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$365M
2
+$297M
3
+$221M
4
CRM icon
Salesforce
CRM
+$194M
5
EFX icon
Equifax
EFX
+$161M

Top Sells

1
+$582M
2
+$323M
3
+$309M
4
CVS icon
CVS Health
CVS
+$238M
5
HON icon
Honeywell
HON
+$235M

Sector Composition

1 Technology 24.37%
2 Financials 15.12%
3 Healthcare 11.44%
4 Industrials 11.07%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
10
+5
2027
$1K ﹤0.01%
23
-2,248
2028
$1K ﹤0.01%
28
+16
2029
$1K ﹤0.01%
32
+17
2030
$1K ﹤0.01%
215
-77,199
2031
$1K ﹤0.01%
21
-17
2032
$1K ﹤0.01%
400
-161
2033
$1K ﹤0.01%
188
-36
2034
$1K ﹤0.01%
23
2035
$1K ﹤0.01%
38
-9
2036
$1K ﹤0.01%
1,755
-65,707
2037
$1K ﹤0.01%
943
-8,926
2038
$1K ﹤0.01%
845
+540
2039
$1K ﹤0.01%
3
-230
2040
$1K ﹤0.01%
357
-59
2041
$1K ﹤0.01%
+48
2042
$1K ﹤0.01%
54
2043
$1K ﹤0.01%
21
-17,837
2044
$1K ﹤0.01%
162
2045
$1K ﹤0.01%
2,668
-43,795
2046
$1K ﹤0.01%
371
+81
2047
$1K ﹤0.01%
534
-615
2048
$1K ﹤0.01%
70
-36,294
2049
$1K ﹤0.01%
50
2050
$1K ﹤0.01%
318
-144
80 81
82
83 84