LAZARD ASSET MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,528 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLC | 28.7M | $3.3B | 4.7% | $74.74 | +28.03% | 5 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC-CL A | 1.4M | $1.9B | 2.7% | $54.02 | +23.06% | 5 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 10.9M | $1.7B | 2.5% | $102.33 | +46.23% | 5 qtrssince 2018-Q4 | Increased 64 |
NORFOLK SOUTHERN CORP | 8.7M | $1.7B | 2.4% | $141.16 | +20.06% | 5 qtrssince 2018-Q4 | Increased 60 |
AON PLC | 8M | $1.7B | 2.4% | $137.29 | +44.44% | 5 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 29.5M | $1.6B | 2.3% | $38.47 | +19.52% | 5 qtrssince 2018-Q4 | Increased 57 |
INTERCONTINENTALEXCHANGE GRO COM | 14.7M | $1.4B | 1.9% | $71.61 | +19.56% | 5 qtrssince 2018-Q4 | Increased 60 |
JOHNSON & JOHNSON | 8.7M | $1.3B | 1.8% | $111.52 | +10.04% | 5 qtrssince 2018-Q4 | Increased 71 |
BANK OF AMERICA CORP | 35M | $1.2B | 1.8% | $22.78 | +33.18% | 5 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 4.2M | $1.2B | 1.8% | $41.20 | +71.49% | 5 qtrssince 2018-Q4 | Increased 55 |
CISCO SYSTEMS INC | 25.5M | $1.2B | 1.7% | $34.77 | +13.40% | 5 qtrssince 2018-Q4 | Increased 52 |
MCDONALDS CORP | 5.7M | $1.1B | 1.6% | $162.44 | +5.51% | 5 qtrssince 2018-Q4 | Increased 81 |
HONEYWELL INTL INC | 6.2M | $1.1B | 1.6% | $113.70 | +29.05% | 5 qtrssince 2018-Q4 | Increased 58 |
ACCENTURE PLC-CL A | 5.2M | $1.1B | 1.6% | $125.87 | +50.16% | 5 qtrssince 2018-Q4 | Decreased 0 |
LOWE'S COS INC | 8.7M | $1B | 1.5% | $86.35 | +22.40% | 5 qtrssince 2018-Q4 | Increased 59 |
ANALOG DEVICES INC | 8.5M | $1B | 1.4% | $77.34 | +37.16% | 5 qtrssince 2018-Q4 | Increased 54 |
PROCTER & GAMBLE CO/THE | 7.7M | $962.4M | 1.4% | $82.56 | +27.44% | 5 qtrssince 2018-Q4 | Increased 63 |
VISA INC-CLASS A SHARES | 4.5M | $845.2M | 1.2% | $136.15 | +31.49% | 5 qtrssince 2018-Q4 | Increased 62 |
CSX CORP | 11.4M | $826.7M | 1.2% | $21.19 | +4.99% | 5 qtrssince 2018-Q4 | Increased 61 |
CHINA MOBILE LIMITED | 18.6M | $785.2M | 1.1% | — | — | 5 qtrssince 2018-Q4 | Increased 76 |
LAZARD ASSET MANAGEMENT LLC manages $70B across 1528 positions as of Q4 2019. Top holdings: MDT (4.7%), GOOGL (2.7%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 302 new positions, 241 exits, 603 increased. Top move: MCD (INCREASED, conviction 81). Portfolio: $70.0B across 1528 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer