Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $72.7B
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
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
FI icon
Fiserv
FI
+$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
1
$3.78B 4.65%
11,090,873
+672,835
2
$2.75B 3.38%
22,934,821
-1,049,522
3
$2.13B 2.62%
16,351,321
+1,539,778
4
$1.9B 2.33%
8,365,299
-141,198
5
$1.76B 2.16%
10,613,461
+1,453,953
6
$1.64B 2.01%
6,885,244
-237,408
7
$1.53B 1.88%
4,429,362
+243,371
8
$1.21B 1.48%
3,905,378
+345,775
9
$1.11B 1.36%
9,780,074
+144,834
10
$1.09B 1.35%
38,139,521
+4,162,514
11
$1.09B 1.34%
5,571,610
-602,423
12
$1.05B 1.29%
2,177,028
+488,006
13
$1.02B 1.26%
1,961,926
+39,591
14
$944M 1.16%
4,550,406
+53,590
15
$915M 1.13%
6,033,249
+174,160
16
$902M 1.11%
26,442,306
-1,101,815
17
$899M 1.11%
5,184,093
-193,846
18
$888M 1.09%
5,098,054
-465,636
19
$864M 1.06%
4,058,578
+693,433
20
$859M 1.06%
3,434,431
+456,675
21
$817M 1.01%
2,738,950
-202,954
22
$775M 0.95%
12,863,831
+387,450
23
$758M 0.93%
4,817,348
+1,020,519
24
$749M 0.92%
6,104,300
+45,758
25
$746M 0.92%
3,644,168
+218,977
1
2 3 4 5