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Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $60.8B
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
-1.32%
1 Year Est. Return
+22.47%
3 Year Est. Return
+62.53%
5 Year Est. Return
+77.87%
10 Year Est. Return
+305.76%
AUM
$65.1B
AUM Growth
-$3.23B
Cap. Flow
-$6.27B
Cap. Flow %
-9.63%
Top 10 Hldgs %
24.01%
Holding
2,638
New
236
Increased
958
Reduced
794
Closed
308

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$365M
2
QCOM icon
Qualcomm
QCOM
+$297M
3
TT icon
Trane Technologies
TT
+$221M
4
CRM icon
Salesforce
CRM
+$194M
5
EFX icon
Equifax
EFX
+$161M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$582M
2
NSC icon
Norfolk Southern
NSC
+$323M
3
UNH icon
UnitedHealth
UNH
+$309M
4
CVS icon
CVS Health
CVS
+$238M
5
HON icon
Honeywell
HON
+$235M

Sector Composition

Rank Sector Weight
1 Technology 24.37%
2 Financials 15.12%
3 Healthcare 11.44%
4 Industrials 11.07%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALEX
2076
DELISTED
Alexander & Baldwin
ALEX
– –
-1,743
Closed -$30K
ALHC icon
2077
Alignment Healthcare
ALHC
$2.78B
$0 ﹤0.01%
38
-36
-49% -$537
ALIT icon
2078
Alight
ALIT
$411M
– –
-27,651
Closed -$3.83M
ALLO icon
2079
Allogene Therapeutics
ALLO
$680M
– –
-96
Closed –
ALLY icon
2080
Ally Financial
ALLY
$13.4B
– –
-31
Closed -$1K
ALX
2081
Alexander's
ALX
$1.39B
– –
-142
Closed -$28K
AMPH icon
2082
Amphastar Pharmaceuticals
AMPH
$873M
– –
-1,630
Closed -$60K
AMSF icon
2083
AMERISAFE
AMSF
$551M
– –
-851
Closed -$43K
ANIP icon
2084
ANI Pharmaceuticals
ANIP
$1.88B
– –
-1,781
Closed -$97K
APD icon
2085
Air Products & Chemicals
APD
$66.8B
– –
-224
Closed -$64K
ARES icon
2086
Ares Management
ARES
$31.2B
– –
-8
Closed -$1K
ARTNA icon
2087
Artesian Resources
ARTNA
$355M
$0 ﹤0.01%
16
-1,267
-99% -$39.7K
ARWR icon
2088
Arrowhead Research
ARWR
$12.1B
– –
-19
Closed –
ASH icon
2089
Ashland
ASH
$3.32B
– –
-872
Closed -$62K
ASR icon
2090
Grupo Aeroportuario del Sureste
ASR
$8.33B
– –
-5,228
Closed -$1.35M
ATLC icon
2091
Atlanticus Holdings
ATLC
$1.69B
– –
-37
Closed -$2K
ATRO icon
2092
Astronics
ATRO
$3.75B
– –
-8,610
Closed -$114K
AUTL
2093
Autolus Therapeutics
AUTL
$532M
– –
-178
Closed –
AVDX
2094
DELISTED
AvidXchange
AVDX
$0 ﹤0.01%
28
-277
-91% -$2.56K
DCH
2095
Dauch Corp
DCH
$1.35B
– –
-8,888
Closed -$51K
BCAB icon
2096
BioAtla
BCAB
$5.53M
– –
-84
Closed -$2K
BCE icon
2097
BCE
BCE
$21.2B
– –
-6,000
Closed -$139K
BEAM icon
2098
Beam Therapeutics
BEAM
$2.81B
– –
-24
Closed –
BEN icon
2099
Franklin Resources
BEN
$17.3B
– –
-179
Closed -$3K
BEPC icon
2100
Brookfield Renewable
BEPC
$6.19B
– –
-4,077
Closed -$112K
82 83
84
85 86

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Lazard Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Lazard Asset Management held 2,638 positions worth $65.1B, down 4.7% from $68.4B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Lazard Asset Management withdrew a net $6.27B in Q1 2025, closing 308 positions and reducing 794 holdings. Its most notable exit was Church & Dwight Co, an estimated $9.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Lazard Asset Management opened a new position in ScottsMiracle-Gro worth $58.9M.

  • Lazard Asset Management's largest Q1 2025 buy was ScottsMiracle-Gro: 1,072,791 shares worth $58.9M.
  • Lazard Asset Management added most to Apple in Q1 2025, an estimated $365M increase.
  • Lazard Asset Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $582M.
  • Lazard Asset Management fully exited Church & Dwight Co in Q1 2025, selling an estimated $9.4M.
  • Lazard Asset Management's ten largest holdings make up 24% of its $65.1B portfolio in Q1 2025.
  • Lazard Asset Management opened 236 new positions and closed 308 in Q1 2025.
  • Lazard Asset Management's portfolio value fell 4.7% quarter-over-quarter to $65.1B.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.