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
$79.7B
AUM Growth
-$2.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,504
New
Increased
Reduced
Closed

Top Buys

1
+$882M
2
+$350M
3
+$304M
4
UNH icon
UnitedHealth
UNH
+$239M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$218M

Top Sells

1
+$797M
2
+$481M
3
+$296M
4
PNW icon
Pinnacle West Capital
PNW
+$290M
5
DIS icon
Walt Disney
DIS
+$288M

Sector Composition

1 Technology 26.48%
2 Financials 13.94%
3 Healthcare 12.34%
4 Industrials 9.79%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
28
+19
2002
$1K ﹤0.01%
+60
2003
$1K ﹤0.01%
+582
2004
$1K ﹤0.01%
116
2005
$1K ﹤0.01%
16
+8
2006
$1K ﹤0.01%
+27
2007
$1K ﹤0.01%
397
-7,102
2008
$1K ﹤0.01%
+7
2009
$1K ﹤0.01%
26
-10
2010
$1K ﹤0.01%
+145
2011
$1K ﹤0.01%
4
-2
2012
$1K ﹤0.01%
162
-4
2013
$1K ﹤0.01%
+178
2014
$1K ﹤0.01%
+57
2015
$1K ﹤0.01%
44
+6
2016
$1K ﹤0.01%
+245
2017
$1K ﹤0.01%
4
2018
$0 ﹤0.01%
12
-276
2019
– –
-9
2020
– –
-56,157
2021
$0 ﹤0.01%
12,591
-53
2022
– –
-582
2023
– –
-12,592
2024
– –
-42
2025
– –
-23,459
79 80
81
82 83