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Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $60.8B
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
-1.32%
1 Year Est. Return
+22.47%
3 Year Est. Return
+62.53%
5 Year Est. Return
+77.87%
10 Year Est. Return
+305.76%
AUM
$65.1B
AUM Growth
-$3.23B
Cap. Flow
-$6.27B
Cap. Flow %
-9.63%
Top 10 Hldgs %
24.01%
Holding
2,638
New
236
Increased
958
Reduced
794
Closed
308

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$365M
2
QCOM icon
Qualcomm
QCOM
+$297M
3
TT icon
Trane Technologies
TT
+$221M
4
CRM icon
Salesforce
CRM
+$194M
5
EFX icon
Equifax
EFX
+$161M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$582M
2
NSC icon
Norfolk Southern
NSC
+$323M
3
UNH icon
UnitedHealth
UNH
+$309M
4
CVS icon
CVS Health
CVS
+$238M
5
HON icon
Honeywell
HON
+$235M

Sector Composition

Rank Sector Weight
1 Technology 24.37%
2 Financials 15.12%
3 Healthcare 11.44%
4 Industrials 11.07%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KIM icon
2226
Kimco Realty
KIM
$16.5B
– –
-5,828
Closed -$136K
KN icon
2227
Knowles
KN
$3.4B
– –
-77,635
Closed -$1.55M
LASR icon
2228
nLIGHT
LASR
$4.29B
– –
-54,937
Closed -$576K
LBRDA icon
2229
Liberty Broadband Class A
LBRDA
$5.22B
– –
-2,145
Closed -$159K
LBTYK icon
2230
Liberty Global Class C
LBTYK
$3.57B
– –
-59
Closed –
LCTX icon
2231
Lineage Cell Therapeutics
LCTX
$284M
– –
-148
Closed –
LEGN icon
2232
Legend Biotech
LEGN
$3.75B
– –
-9
Closed –
LILA icon
2233
Liberty Latin America Class A
LILA
$1.73B
– –
-63,411
Closed -$273K
LILAK icon
2234
Liberty Latin America Class C
LILAK
$1.71B
$0 ﹤0.01%
90
-667
-88% -$4.05K
LLYVK icon
2235
Liberty Live Group Series C
LLYVK
$9.51B
– –
-10
Closed –
LMNR icon
2236
Limoneira
LMNR
$248M
– –
-140
Closed -$3K
LOB icon
2237
Live Oak Bancshares
LOB
$1.98B
– –
-7
Closed –
LXEO icon
2238
Lexeo Therapeutics
LXEO
$363M
– –
-33
Closed –
LYEL icon
2239
Lyell Immunopharma
LYEL
$369M
– –
-9
Closed –
LYG icon
2240
Lloyds Banking Group
LYG
$90.3B
– –
-4,088
Closed -$11K
MAC icon
2241
Macerich
MAC
$6.96B
$0 ﹤0.01%
4
-2,294
-100% -$43.9K
MAMA icon
2242
Mama's Creations
MAMA
$862M
– –
-72,622
Closed -$578K
MASI
2243
DELISTED
Masimo
MASI
– –
-10
Closed -$1K
MATV icon
2244
Mativ Holdings
MATV
$640M
– –
-7,718
Closed -$84K
MAX icon
2245
MediaAlpha
MAX
$736M
– –
-456,550
Closed -$5.15M
MD icon
2246
Pediatrix Medical
MD
$2.14B
– –
-66,204
Closed -$868K
MDU icon
2247
MDU Resources
MDU
$4.37B
– –
-8,686
Closed -$156K
MEI icon
2248
Methode Electronics
MEI
$587M
– –
-103,918
Closed -$1.23M
METCB icon
2249
Ramaco Resources Class B
METCB
$410M
– –
-4
Closed –
MFC icon
2250
Manulife Financial
MFC
$73.9B
– –
-1,168
Closed -$35K
88 89
90
91 92

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Lazard Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Lazard Asset Management held 2,638 positions worth $65.1B, down 4.7% from $68.4B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Lazard Asset Management withdrew a net $6.27B in Q1 2025, closing 308 positions and reducing 794 holdings. Its most notable exit was Church & Dwight Co, an estimated $9.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Lazard Asset Management opened a new position in ScottsMiracle-Gro worth $58.9M.

  • Lazard Asset Management's largest Q1 2025 buy was ScottsMiracle-Gro: 1,072,791 shares worth $58.9M.
  • Lazard Asset Management added most to Apple in Q1 2025, an estimated $365M increase.
  • Lazard Asset Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $582M.
  • Lazard Asset Management fully exited Church & Dwight Co in Q1 2025, selling an estimated $9.4M.
  • Lazard Asset Management's ten largest holdings make up 24% of its $65.1B portfolio in Q1 2025.
  • Lazard Asset Management opened 236 new positions and closed 308 in Q1 2025.
  • Lazard Asset Management's portfolio value fell 4.7% quarter-over-quarter to $65.1B.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.