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 13.29%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-2,273
2202
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-260
2203
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0
2204
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-5,819
2205
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-314
2206
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-3,678
2207
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-12
2208
– –
-11,030
2209
$0 ﹤0.01%
11
2210
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-9,147
2211
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-1,712
2212
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-94
2213
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-9,212
2214
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-364
2215
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-807
2216
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-2,932
2217
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-98,689
2218
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-77,574
2219
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-448
2220
$0 ﹤0.01%
21
-194
2221
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-27
2222
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-493
2223
– –
-293,973
2224
– –
-4,037
2225
– –
-148,472
87 88
89
90 91