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
2101
– –
-1,913
2102
– –
-379
2103
– –
-1,758
2104
– –
-83,414
2105
$0 ﹤0.01%
+10
2106
$0 ﹤0.01%
21
2107
$0 ﹤0.01%
+12
2108
$0 ﹤0.01%
31
-511,305
2109
$0 ﹤0.01%
6
-682
2110
– –
-1,737
2111
– –
-76,231
2112
$0 ﹤0.01%
10
-26
2113
– –
-2,065
2114
– –
-60,893
2115
– –
-211,212
2116
– –
-3,315
2117
$0 ﹤0.01%
3
-652
2118
– –
-1,081
2119
– –
-74,263
2120
$0 ﹤0.01%
2
-1
2121
– –
-3,809
2122
– –
-795
2123
– –
-847
2124
– –
-18
2125
– –
-1,870
83 84
85
86 87