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 13.95%
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
– –
-22,911
2027
– –
-7,518
2028
– –
-783,412
2029
– –
-658
2030
– –
-2,830
2031
– –
-123,376
2032
$0 ﹤0.01%
+179
2033
– –
-175,821
2034
– –
-6
2035
– –
-90,761
2036
– –
-38,195
2037
– –
0
2038
– –
-2,047
2039
– –
-6,057
2040
$0 ﹤0.01%
20
-14
2041
$0 ﹤0.01%
12
-276
2042
– –
-9
2043
– –
-56,157
2044
– –
-3,066
2045
– –
-6,941
2046
– –
-534
2047
$0 ﹤0.01%
+12
2048
$0 ﹤0.01%
8
-12,372
2049
– –
-133
2050
– –
-284
80 81
82
83 84