LAM

Lyrical Asset Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 31.17%
This Quarter Est. Return
1 Year Est. Return
+31.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$23.1M
3
+$22.5M
4
AET
Aetna Inc
AET
+$21.5M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.97%
2 Financials 20.97%
3 Technology 17.19%
4 Consumer Discretionary 15.43%
5 Energy 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 2.72%
+269,328
27
$16.1M 2.61%
+1,050,155
28
$15.6M 2.54%
+144,546
29
$15.3M 2.49%
+342,472
30
$15.2M 2.47%
+497,406
31
$14.9M 2.43%
+537,493
32
$14.4M 2.33%
+382,950
33
$13.7M 2.23%
+465,223
34
$12.6M 2.05%
+887,132
1
2