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 14.21%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-11,000
2077
– –
-11,726
2078
– –
-1,538
2079
– –
-262
2080
– –
-2,811
2081
– –
-5,500
2082
– –
-8,204
2083
– –
-1,030
2084
– –
-13,675
2085
– –
-12,119
2086
– –
-186,496
2087
– –
-1,180
2088
– –
-81
2089
$0 ﹤0.01%
5
2090
– –
-889
2091
– –
-6,000
2092
– –
-5,116
2093
– –
-184,665
2094
– –
-15,268
2095
– –
-706,405
2096
– –
-2,644
2097
– –
-3,172
2098
– –
-3,000
2099
– –
-1,451
2100
– –
-786
82 83
84
85 86