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
2026
– –
-3,060
2027
– –
-3,930
2028
– –
-8,525
2029
$0 ﹤0.01%
251
-3,466
2030
– –
-9
2031
– –
-74
2032
– –
-613
2033
$0 ﹤0.01%
11
-240
2034
$0 ﹤0.01%
+10
2035
– –
-1,733
2036
$0 ﹤0.01%
+8
2037
$0 ﹤0.01%
176
-2,375
2038
$0 ﹤0.01%
+50
2039
– –
-290,383
2040
$0 ﹤0.01%
12,591
-53
2041
– –
-90,761
2042
– –
-38,195
2043
– –
-6,057
2044
$0 ﹤0.01%
20
-14
2045
– –
-2,199
2046
$0 ﹤0.01%
48
-696
2047
– –
-3,893
2048
– –
-3,607
2049
– –
-219
2050
– –
-17
80 81
82
83 84