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Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $60.8B
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
-1.32%
1 Year Est. Return
+22.47%
3 Year Est. Return
+62.53%
5 Year Est. Return
+77.87%
10 Year Est. Return
+305.76%
AUM
$65.1B
AUM Growth
-$3.23B
Cap. Flow
-$6.27B
Cap. Flow %
-9.63%
Top 10 Hldgs %
24.01%
Holding
2,638
New
236
Increased
958
Reduced
794
Closed
308

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$365M
2
QCOM icon
Qualcomm
QCOM
+$297M
3
TT icon
Trane Technologies
TT
+$221M
4
CRM icon
Salesforce
CRM
+$194M
5
EFX icon
Equifax
EFX
+$161M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$582M
2
NSC icon
Norfolk Southern
NSC
+$323M
3
UNH icon
UnitedHealth
UNH
+$309M
4
CVS icon
CVS Health
CVS
+$238M
5
HON icon
Honeywell
HON
+$235M

Sector Composition

Rank Sector Weight
1 Technology 24.37%
2 Financials 15.12%
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
DOC icon
2151
Healthpeak Properties
DOC
$14.5B
– –
-89,014
Closed -$1.8M
DSGX icon
2152
Descartes Systems
DSGX
$6.67B
– –
-11,866
Closed -$1.35M
DY icon
2153
Dycom Industries
DY
$12B
– –
-675
Closed -$117K
EDIT icon
2154
Editas Medicine
EDIT
$445M
– –
-76
Closed –
EEA
2155
European Equity Fund
EEA
$76.1M
– –
-152,550
Closed -$1.24M
EEMA icon
2156
iShares MSCI Emerging Markets Asia ETF
EEMA
$852M
– –
-51
Closed -$3K
EIG icon
2157
Employers Holdings
EIG
$908M
– –
-943
Closed -$48K
EIX icon
2158
Edison International
EIX
$25.9B
– –
-4,920
Closed -$391K
ELF icon
2159
e.l.f. Beauty
ELF
$5.44B
– –
-3,428
Closed -$428K
ELUT icon
2160
Elutia
ELUT
$38.9M
– –
-202
Closed –
ENPH icon
2161
Enphase Energy
ENPH
$5.24B
– –
-14,066
Closed -$965K
ENTG icon
2162
Entegris
ENTG
$21.8B
– –
-7
Closed –
ESCA icon
2163
Escalade
ESCA
$306M
$0 ﹤0.01%
36
-27
-43% -$407
ETON icon
2164
Eton Pharmaceutcials
ETON
$1.26B
– –
-1,031
Closed -$13K
ETWO
2165
DELISTED
E2open Parent Holdings
ETWO
– –
-24,146
Closed -$64K
EVC icon
2166
Entravision Communication
EVC
$1.05B
– –
-332
Closed –
AGNT
2167
AGNT Inc
AGNT
$690M
– –
-132
Closed -$1K
EXTR icon
2168
Extreme Networks
EXTR
$3.18B
$0 ﹤0.01%
41
– –
FBRT
2169
Franklin BSP Realty Trust
FBRT
$635M
– –
-7,545
Closed -$94K
FDMT icon
2170
4D Molecular Therapeutics
FDMT
$552M
– –
-26
Closed –
FEIM icon
2171
Frequency Electronics
FEIM
$815M
$0 ﹤0.01%
39
-321
-89% -$5.28K
FIZZ icon
2172
National Beverage
FIZZ
$2.99B
– –
-1,237
Closed -$52K
FKWL icon
2173
Franklin Wireless
FKWL
$26.8M
$0 ﹤0.01%
+90
New +$511
FLNC icon
2174
Fluence Energy
FLNC
$1.75B
– –
-5,554
Closed -$88K
FMC icon
2175
FMC
FMC
$1.32B
– –
-11,004
Closed -$534K
85 86
87
88 89

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Lazard Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Lazard Asset Management held 2,638 positions worth $65.1B, down 4.7% from $68.4B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Lazard Asset Management withdrew a net $6.27B in Q1 2025, closing 308 positions and reducing 794 holdings. Its most notable exit was Church & Dwight Co, an estimated $9.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Lazard Asset Management opened a new position in ScottsMiracle-Gro worth $58.9M.

  • Lazard Asset Management's largest Q1 2025 buy was ScottsMiracle-Gro: 1,072,791 shares worth $58.9M.
  • Lazard Asset Management added most to Apple in Q1 2025, an estimated $365M increase.
  • Lazard Asset Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $582M.
  • Lazard Asset Management fully exited Church & Dwight Co in Q1 2025, selling an estimated $9.4M.
  • Lazard Asset Management's ten largest holdings make up 24% of its $65.1B portfolio in Q1 2025.
  • Lazard Asset Management opened 236 new positions and closed 308 in Q1 2025.
  • Lazard Asset Management's portfolio value fell 4.7% quarter-over-quarter to $65.1B.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.