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
$81.2B
AUM Growth
+$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$404M
2
+$295M
3
+$241M
4
UNH icon
UnitedHealth
UNH
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$232M

Top Sells

1
+$312M
2
+$292M
3
+$283M
4
FISV
Fiserv Inc
FISV
+$185M
5
CRM icon
Salesforce
CRM
+$179M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.3%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-841
2052
$0 ﹤0.01%
5
-8
2053
– –
-11,919
2054
– –
-3,042
2055
– –
0
2056
– –
-5,769
2057
– –
-3,286
2058
– –
-107,659
2059
– –
-6
2060
– –
-3,000
2061
$0 ﹤0.01%
2
2062
$0 ﹤0.01%
8
-10
2063
– –
-9
2064
$0 ﹤0.01%
2
-3
2065
– –
-1,541
2066
– –
-1,092
2067
– –
-72
2068
– –
-1,082
2069
– –
-1,081
2070
– –
-1,568
2071
– –
-1,088
2072
– –
-16
2073
– –
-9,000
2074
– –
-7,637
2075
– –
0
81 82
83
84 85