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
$81.2B
AUM Growth
+$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$404M
2
+$295M
3
+$241M
4
UNH icon
UnitedHealth
UNH
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$232M

Top Sells

1
+$312M
2
+$292M
3
+$283M
4
FISV
Fiserv Inc
FISV
+$185M
5
CRM icon
Salesforce
CRM
+$179M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.3%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$0 ﹤0.01%
11
2202
– –
-9,147
2203
– –
-1,712
2204
– –
-94
2205
– –
-9,212
2206
– –
-364
2207
– –
-807
2208
– –
-2,932
2209
– –
-98,689
2210
– –
-77,574
2211
– –
-448
2212
$0 ﹤0.01%
21
-194
2213
– –
-27
2214
– –
-493
2215
– –
-293,973
2216
– –
-4,037
2217
– –
-148,472
2218
– –
-23,060
2219
– –
0
2220
– –
-3
2221
– –
-16
2222
– –
-925
2223
– –
-11,223
2224
– –
-601
2225
– –
-1,733
87 88
89
90 91