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
2101
– –
-41,038
2102
– –
-3,249
2103
– –
-10,816
2104
– –
-554
2105
– –
-1,123
2106
$0 ﹤0.01%
52
2107
$0 ﹤0.01%
2
2108
– –
-10,567
2109
$0 ﹤0.01%
72
-1,042
2110
$0 ﹤0.01%
276
-3,871
2111
$0 ﹤0.01%
+26
2112
$0 ﹤0.01%
129
-1,829
2113
$0 ﹤0.01%
37
-4,123
2114
– –
-5,428
2115
$0 ﹤0.01%
11
-240
2116
$0 ﹤0.01%
+10
2117
$0 ﹤0.01%
119
-1,652
2118
$0 ﹤0.01%
+122
2119
– –
-13,124
2120
– –
-328
2121
$0 ﹤0.01%
66
-173,192
2122
$0 ﹤0.01%
14
-584
2123
– –
-1,915
2124
– –
-1,733
2125
– –
-5,810
83 84
85
86 87