LAZARD ASSET MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,298 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.4M | $4.3B | 5.4% | $136.68 | +171.08% | 21 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 22.6M | $3.2B | 4.0% | $94.94 | +46.03% | 21 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 17.4M | $2.6B | 3.4% | $110.60 | +37.38% | 21 qtrssince 2018-Q4 | Decreased 0 |
NORFOLK SOUTHERN CORP | 7.9M | $1.9B | 2.3% | $184.14 | +21.33% | 21 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 6.2M | $1.6B | 2.0% | $160.78 | +58.62% | 21 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 3.6M | $1.3B | 1.6% | $162.11 | +105.80% | 21 qtrssince 2018-Q4 | Increased 54 |
INTERCONTINENTALEXCHANGE GRO COM | 9.5M | $1.2B | 1.5% | $72.47 | +73.10% | 21 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.1M | $1.1B | 1.4% | $387.41 | +30.59% | 21 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 3.8M | $1.1B | 1.4% | $197.30 | +45.01% | 15 qtrssince 2020-Q2 | Decreased 0 |
BANK OF AMERICA CORP | 31.1M | $1B | 1.3% | $23.84 | +33.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.9M | $996.7M | 1.3% | $274.12 | +92.42% | 21 qtrssince 2018-Q4 | Decreased 0 |
ANALOG DEVICES INC | 4.7M | $938.7M | 1.2% | $81.97 | +132.96% | 21 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 3.2M | $936.6M | 1.2% | $182.75 | +54.80% | 21 qtrssince 2018-Q4 | Increased 59 |
JOHNSON & JOHNSON | 5.9M | $930.3M | 1.2% | $119.93 | +22.92% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 4.9M | $921.6M | 1.2% | $104.74 | +73.45% | 21 qtrssince 2018-Q4 | Decreased 0 |
CSX CORP | 25.1M | $869.5M | 1.1% | $27.38 | +22.15% | 21 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 5.6M | $832.6M | 1.1% | $142.67 | -6.00% | 21 qtrssince 2018-Q4 | Increased 54 |
DANAHER CORP | 3.6M | $832.5M | 1.1% | $130.30 | +75.68% | 21 qtrssince 2018-Q4 | Increased 51 |
CONOCOPHILLIPS | 7.1M | $823.1M | 1.0% | $50.14 | +112.98% | 21 qtrssince 2018-Q4 | Increased 50 |
ICON PLC | 2.8M | $781.7M | 1.0% | $215.83 | +31.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
LAZARD ASSET MANAGEMENT LLC manages $79B across 2298 positions as of Q4 2023. Top holdings: MSFT (5.4%), GOOGL (4.0%), AMZN (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 302 new positions, 316 exits, 773 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $79.0B across 2298 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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