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 15.1%
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
– –
-76
2402
– –
-152,550
2403
– –
-51
2404
– –
-943
2405
– –
-4,920
2406
– –
-3,428
2407
– –
-202
2408
– –
-14,066
2409
– –
-7
2410
$0 ﹤0.01%
36
-27
2411
– –
-1,031
2412
– –
-24,146
2413
– –
-332
2414
– –
-132
2415
$0 ﹤0.01%
41
2416
– –
-7,545
2417
– –
-26
2418
$0 ﹤0.01%
39
-321
2419
– –
-1,237
2420
$0 ﹤0.01%
+90
2421
– –
-5,554
2422
– –
-11,004
2423
– –
-1,483
2424
– –
-58
2425
– –
-4,157
94 95 96
97
98