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
2126
– –
-3,108
2127
– –
-3,347
2128
– –
-1,595
2129
$0 ﹤0.01%
16
2130
$0 ﹤0.01%
19
2131
– –
-13,198
2132
– –
-5,540
2133
– –
-4,210
2134
– –
-26,287
2135
– –
-1,464
2136
– –
-4,109
2137
– –
-146
2138
$0 ﹤0.01%
4
-6,136
2139
– –
-9,268
2140
– –
-98,883
2141
– –
0
2142
– –
-553
2143
– –
-2,406
2144
– –
-1,674
2145
– –
-12,410
2146
– –
-364
2147
– –
-1,968
2148
– –
-2
2149
– –
-4,809
2150
$0 ﹤0.01%
26
84 85
86
87 88