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
$88.6B
AUM Growth
-$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,373
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$273M
3
+$176M
4
STVN icon
Stevanato
STVN
+$150M
5
LUV icon
Southwest Airlines
LUV
+$145M

Top Sells

1
+$861M
2
+$359M
3
+$330M
4
DLTR icon
Dollar Tree
DLTR
+$238M
5
LOW icon
Lowe's Companies
LOW
+$234M

Sector Composition

1 Technology 19.9%
2 Healthcare 14.62%
3 Financials 14.22%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-2,738
2052
– –
-1,837
2053
– –
-826
2054
– –
-78,874
2055
– –
-1,531
2056
– –
-21,267
2057
– –
-111,600
2058
– –
-12,000
2059
– –
-1,309
2060
– –
-10,361
2061
– –
-1,848
2062
– –
-1,125
2063
– –
-2,309
2064
– –
-3,479
2065
– –
-1,706
2066
– –
-1,301
2067
– –
0
2068
– –
-6,624
2069
– –
-11,326
2070
– –
-9,600
2071
– –
-504
2072
– –
-256,318
2073
– –
-205
2074
– –
-2,749
2075
– –
-19,256
81 82
83
84 85