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
$73.5B
AUM Growth
-$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$220M
3
+$219M
4
FIS icon
Fidelity National Information Services
FIS
+$160M
5
KVUE icon
Kenvue
KVUE
+$151M

Top Sells

1
+$517M
2
+$430M
3
+$189M
4
WFC icon
Wells Fargo
WFC
+$189M
5
BAC icon
Bank of America
BAC
+$184M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.34%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
– –
-9,282
2227
– –
-1,882
2228
$0 ﹤0.01%
32
+16
2229
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-2,406
2230
– –
0
2231
$0 ﹤0.01%
24
-14,914
2232
– –
-2,417
2233
– –
-2,421
2234
$0 ﹤0.01%
53
2235
$0 ﹤0.01%
49
2236
– –
-10,568
2237
– –
-6,436
2238
– –
-14,469
2239
– –
-14,991
2240
– –
-2,772
2241
$0 ﹤0.01%
274
+133
2242
– –
-202
2243
$0 ﹤0.01%
+19
2244
– –
-2,590
2245
– –
-1,727
2246
– –
-169,312
2247
– –
-26,287
2248
– –
-1,464
2249
– –
-4,109
2250
– –
-4,602
88 89
90
91 92