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
$65.1B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$280M
3
+$206M
4
CRM icon
Salesforce
CRM
+$167M
5
EFX icon
Equifax
EFX
+$156M

Top Sells

1
+$510M
2
+$317M
3
+$314M
4
CVS icon
CVS Health
CVS
+$269M
5
HON icon
Honeywell
HON
+$232M

Sector Composition

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
2401
– –
-26
2402
– –
-872
2403
– –
-427
2404
$0 ﹤0.01%
181
+97
2405
– –
-89,014
2406
– –
-11,866
2407
– –
-675
2408
– –
-76
2409
– –
-152,550
2410
– –
-51
2411
– –
-943
2412
– –
-4,920
2413
– –
-3,428
2414
– –
-202
2415
– –
-14,066
2416
– –
-7
2417
– –
-1,031
2418
– –
-24,146
2419
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-332
2420
– –
-132
2421
– –
-7,545
2422
– –
-26
2423
$0 ﹤0.01%
39
-321
2424
– –
-1,237
2425
$0 ﹤0.01%
+90
94 95 96
97
98