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
2301
– –
-583
2302
– –
-5,351
2303
– –
-4,080
2304
$0 ﹤0.01%
+16
2305
– –
-14
2306
$0 ﹤0.01%
80
2307
$0 ﹤0.01%
19
-1,027
2308
– –
-900
2309
– –
-5,882
2310
$0 ﹤0.01%
13,040
-18
2311
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-3
2312
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-2,516
2313
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-2,627
2314
– –
-1,817
2315
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-4,156
2316
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-23,001
2317
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-15
2318
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-1,344
2319
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-3,835
2320
$0 ﹤0.01%
53
-110
2321
– –
-1,437
2322
– –
-2,245
2323
– –
-199
2324
$0 ﹤0.01%
49
-95
2325
– –
-2,072
91 92
93
94 95