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
201
$35.6M 0.04%
1,418,250
+204,689
202
$35.3M 0.04%
372,987
+14,906
203
$35.1M 0.04%
140,697
+15,759
204
$34.3M 0.04%
5,405
+521
205
$34.1M 0.04%
798,000
+131,100
206
$34.1M 0.04%
451,191
+299,818
207
– –
0
208
$33.8M 0.04%
747,210
209
$33.8M 0.04%
339,491
+6,923
210
$33.7M 0.04%
175,224
-2,700
211
$32.9M 0.04%
178,891
-722
212
$32.5M 0.04%
237,555
+19,161
213
$32.5M 0.04%
194,195
-4,179
214
$32.5M 0.04%
474,220
+122,732
215
$32.5M 0.04%
169,844
+44,378
216
$32.5M 0.04%
57,799
+8,987
217
$31.1M 0.04%
82,066
+45,318
218
$31M 0.04%
198,662
+18,510
219
$30.9M 0.04%
497,730
-18,503
220
– –
0
221
$30.2M 0.04%
275,913
-1,195
222
$30M 0.04%
279,463
-14,380
223
$30M 0.04%
721,195
-21,004
224
$29.7M 0.04%
411,934
-35,070
225
$29.7M 0.04%
308,716
+119,086
7 8
9
10 11