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 13.36%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-4,338
2077
– –
-1,639
2078
– –
-15,809
2079
– –
-3,023
2080
– –
-8,442
2081
– –
-11
2082
$0 ﹤0.01%
3
-36,304
2083
– –
-2,366
2084
– –
-26,051
2085
– –
-930
2086
– –
-1,788
2087
– –
-3,077
2088
– –
-1,972
2089
– –
-812
2090
$0 ﹤0.01%
9
2091
$0 ﹤0.01%
20
+4
2092
– –
-761,033
2093
– –
-4,938
2094
– –
-10,157
2095
– –
-12,470
2096
– –
-1,239
2097
– –
-6,827
2098
– –
-67
2099
– –
-234
2100
– –
-1,980
82 83
84
85 86