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
2401
– –
-820
2402
– –
-8,842
2403
– –
-643
2404
$0 ﹤0.01%
18
-59,136
2405
– –
-113
2406
– –
-1,177
2407
– –
-4,063
2408
– –
-1,674
2409
– –
-13,523
2410
– –
-2,401
2411
$0 ﹤0.01%
26
-11,112
2412
$0 ﹤0.01%
11
2413
– –
-969
2414
– –
-2,883
2415
– –
-473
2416
– –
-1,191
2417
– –
-921
2418
– –
-1,940
93 94 95 96
97