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
$73.5B
AUM Growth
-$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$220M
3
+$219M
4
FIS icon
Fidelity National Information Services
FIS
+$160M
5
KVUE icon
Kenvue
KVUE
+$151M

Top Sells

1
+$517M
2
+$430M
3
+$189M
4
WFC icon
Wells Fargo
WFC
+$189M
5
BAC icon
Bank of America
BAC
+$184M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.34%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-4,330
2052
– –
-1,811
2053
– –
-6,706
2054
– –
-7,094
2055
– –
-1,329
2056
$0 ﹤0.01%
42
2057
– –
-9,471
2058
$0 ﹤0.01%
245
2059
– –
-160,936
2060
– –
-614
2061
– –
-1,210
2062
– –
-3,207
2063
– –
-34,819
2064
– –
-1,643
2065
– –
-7,336
2066
– –
-22,571
2067
– –
-4,861
2068
– –
-11,913
2069
– –
-10,771
2070
– –
-1,238
2071
– –
-1,923
2072
– –
-9,650
2073
– –
0
2074
– –
-298,188
2075
– –
-6,185
81 82
83
84 85