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
$65.1B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$280M
3
+$206M
4
CRM icon
Salesforce
CRM
+$167M
5
EFX icon
Equifax
EFX
+$156M

Top Sells

1
+$510M
2
+$317M
3
+$314M
4
CVS icon
CVS Health
CVS
+$269M
5
HON icon
Honeywell
HON
+$232M

Sector Composition

1 Technology 24.37%
2 Financials 15.1%
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
2101
– –
-39,448
2102
– –
-86,771
2103
$0 ﹤0.01%
114
-636
2104
– –
-252
2105
– –
-58
2106
– –
-174
2107
– –
-70
2108
– –
-16
2109
– –
-7,819
2110
$0 ﹤0.01%
+490
2111
– –
-77
2112
– –
-24
2113
– –
-155
2114
– –
-15
2115
– –
-128,074
2116
– –
-154
2117
$0 ﹤0.01%
+68
2118
– –
-345
2119
– –
-2,087
2120
$0 ﹤0.01%
56
-6,308
2121
– –
-1,046
2122
– –
-85
2123
– –
-50
2124
– –
-2,357
2125
– –
-7,057
83 84
85
86 87