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
2076
$0 ﹤0.01%
251
-3,466
2077
– –
-9
2078
– –
-74
2079
$0 ﹤0.01%
+221
2080
– –
-577
2081
– –
-39,094
2082
– –
-704
2083
– –
-1,230
2084
– –
-613
2085
– –
-10,005
2086
– –
-14
2087
– –
-483
2088
– –
-136
2089
$0 ﹤0.01%
19
2090
– –
-1,617
2091
$0 ﹤0.01%
+54
2092
– –
-5,303
2093
– –
-8,870
2094
– –
-41,038
2095
– –
-3,249
2096
– –
-10,816
2097
– –
-554
2098
– –
-1,123
2099
$0 ﹤0.01%
52
2100
$0 ﹤0.01%
2
82 83
84
85 86