Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $58.9B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
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
+$892M
2
+$310M
3
+$305M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$233M
5
UNH icon
UnitedHealth
UNH
+$230M

Top Sells

1
+$812M
2
+$445M
3
+$312M
4
LH icon
Labcorp
LH
+$296M
5
PNW icon
Pinnacle West Capital
PNW
+$287M

Sector Composition

1 Technology 26.48%
2 Financials 13.95%
3 Healthcare 12.34%
4 Industrials 9.8%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
116
2002
$1K ﹤0.01%
16
+8
2003
$1K ﹤0.01%
+27
2004
$1K ﹤0.01%
26
-10
2005
$1K ﹤0.01%
+145
2006
$1K ﹤0.01%
4
-2
2007
$1K ﹤0.01%
162
-4
2008
$1K ﹤0.01%
+178
2009
$1K ﹤0.01%
+57
2010
$1K ﹤0.01%
44
+6
2011
$1K ﹤0.01%
+245
2012
$1K ﹤0.01%
75
-48
2013
$1K ﹤0.01%
+100
2014
$1K ﹤0.01%
10
2015
$1K ﹤0.01%
+126
2016
$1K ﹤0.01%
397
-7,102
2017
$1K ﹤0.01%
+7
2018
$0 ﹤0.01%
+179
2019
– –
-29,721
2020
$0 ﹤0.01%
40
-298
2021
– –
-251
2022
– –
-43,411
2023
– –
-823
2024
– –
-88
2025
– –
-12,470
79 80
81
82 83