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
$73.9B
AUM Growth
-$12.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,699
New
Increased
Reduced
Closed

Top Buys

1
+$729M
2
+$601M
3
+$447M
4
WFC icon
Wells Fargo
WFC
+$276M
5
CSX icon
CSX Corp
CSX
+$255M

Top Sells

1
+$531M
2
+$257M
3
+$246M
4
PEP icon
PepsiCo
PEP
+$244M
5
CL icon
Colgate-Palmolive
CL
+$195M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.98%
3 Financials 13.26%
4 Industrials 10.94%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
– –
-3,155
2327
$0 ﹤0.01%
32
2328
– –
-17,475
2329
– –
-1,426
2330
$0 ﹤0.01%
57
-5,000
2331
$0 ﹤0.01%
8
-1,342
2332
– –
-1,940
2333
– –
-10,468
2334
– –
0
2335
– –
-444
2336
– –
-1,667
2337
– –
-11,739
2338
$0 ﹤0.01%
12
-2,211
2339
– –
-2,434
2340
– –
-846
2341
$0 ﹤0.01%
4
+3
2342
– –
-20
2343
– –
-5,963
2344
– –
-3,758
2345
– –
-44,091
2346
$0 ﹤0.01%
7
-141
2347
– –
-2,107
2348
– –
-982
2349
– –
-8,433
2350
– –
-128
92 93
94
95 96