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
2101
– –
-4,129
2102
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-572
2103
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0
2104
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-13,089
2105
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-2,116
2106
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-4,220
2107
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-7,059
2108
– –
-334
2109
– –
-3,699
2110
– –
-5,000
2111
– –
-5,073
2112
– –
-1,901
2113
– –
-3,543,487
2114
– –
-50,000
2115
– –
-773
2116
$0 ﹤0.01%
1
2117
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-6,861
2118
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-17,700
2119
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-4,603
2120
– –
-1,874
2121
– –
-6,469
2122
– –
-1,531
2123
– –
-10,000
2124
– –
-12,149
2125
– –
-3,924
83 84
85
86 87