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 13.36%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$0 ﹤0.01%
5
+1
2227
$0 ﹤0.01%
274
+133
2228
– –
-202
2229
$0 ﹤0.01%
+19
2230
– –
-1,882
2231
$0 ﹤0.01%
32
+16
2232
– –
-2,046
2233
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-1,439
2234
– –
-1,328
2235
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-1,393
2236
$0 ﹤0.01%
99
2237
– –
-4,086
2238
– –
-5,045
2239
$0 ﹤0.01%
32
2240
$0 ﹤0.01%
31
-16
2241
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-100
2242
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-30,340
2243
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-4,406
2244
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-453
2245
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-4,602
2246
$0 ﹤0.01%
47
2247
$0 ﹤0.01%
+31
2248
– –
-7,094
2249
– –
-1,329
2250
$0 ﹤0.01%
42
88 89
90
91 92