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 13.34%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
– –
-26,051
2102
– –
-952
2103
$0 ﹤0.01%
6
-1,233
2104
– –
-1,134
2105
– –
0
2106
$0 ﹤0.01%
55
2107
– –
-3,654
2108
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-8,141
2109
– –
-2,268
2110
– –
0
2111
– –
-1,092
2112
$0 ﹤0.01%
20
+4
2113
– –
-761,033
2114
– –
-4,938
2115
– –
-10,157
2116
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-12,470
2117
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-1,239
2118
– –
-6,827
2119
– –
-930
2120
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-1,788
2121
– –
-3,077
2122
– –
-1,972
2123
– –
-67
2124
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-234
2125
– –
-1,980
83 84
85
86 87