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
2201
– –
-229
2202
– –
-4,734
2203
– –
-43,545
2204
– –
-9,833
2205
– –
-40
2206
– –
-28
2207
$0 ﹤0.01%
256
-3,605
2208
– –
-2,525
2209
– –
-1,434
2210
– –
-4,075
2211
$0 ﹤0.01%
50
-1,144
2212
– –
0
2213
$0 ﹤0.01%
+49
2214
– –
-29,112
2215
$0 ﹤0.01%
+4
2216
– –
-1,934
2217
– –
-1,521
2218
– –
-804
2219
– –
-17
2220
– –
-30,238
2221
– –
-13,179
2222
– –
-15,033
2223
– –
-2,029
2224
– –
-943
2225
$0 ﹤0.01%
9
-2,172
87 88
89
90 91