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
2076
– –
-533
2077
– –
-19
2078
– –
-4,272
2079
– –
-355
2080
– –
-292
2081
– –
-3,111
2082
– –
-61,982
2083
– –
-5,051
2084
$0 ﹤0.01%
50
+30
2085
– –
-8,522
2086
$0 ﹤0.01%
144
2087
– –
0
2088
– –
-27,892
2089
– –
-3,065
2090
$0 ﹤0.01%
83
2091
– –
-6,758
2092
– –
-305
2093
– –
-1,272
2094
$0 ﹤0.01%
+12
2095
$0 ﹤0.01%
18
+9
2096
– –
-1,819,369
2097
$0 ﹤0.01%
158
2098
– –
-2,493
2099
– –
-267
2100
$0 ﹤0.01%
13,040
-18
82 83
84
85 86