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
2226
– –
-6,297
2227
– –
-482
2228
– –
-4,835
2229
– –
-3,368
2230
– –
-4,080
2231
$0 ﹤0.01%
+16
2232
– –
-14
2233
$0 ﹤0.01%
80
2234
$0 ﹤0.01%
19
-1,027
2235
– –
-900
2236
– –
-294
2237
– –
-3,310
2238
– –
-552
2239
– –
-726
2240
– –
-26
2241
– –
-318
2242
$0 ﹤0.01%
47
-46
2243
– –
-458
2244
– –
-1,242
2245
– –
-1,544
2246
– –
0
2247
– –
0
2248
– –
0
2249
– –
-1,356
2250
– –
-595
88 89
90
91 92