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
2026
$0 ﹤0.01%
331
-28,348
2027
– –
-5,294
2028
$0 ﹤0.01%
+8
2029
– –
-27,461
2030
– –
-2,454
2031
$0 ﹤0.01%
681
-124,797
2032
– –
-298
2033
– –
-5,166
2034
– –
-7,914
2035
– –
-10,445
2036
– –
-1,510
2037
– –
-22,911
2038
– –
-3,720
2039
– –
-7,518
2040
– –
-783,412
2041
– –
-658
2042
– –
-3,066
2043
– –
-2,830
2044
– –
-123,376
2045
$0 ﹤0.01%
+179
2046
– –
-13,043
2047
– –
-3,906
2048
$0 ﹤0.01%
+125
2049
– –
-183,991
2050
– –
-1,781
80 81
82
83 84