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LAM
Lyrical Asset Management Portfolio holdings
AUM
$6.56B
1-Year Est. Return
20.06%
This Fund
S&P 500
This Quarter
Est. Return
+7.2%
1 Year Est. Return
+20.06%
3 Year Est. Return
+86.52%
5 Year Est. Return
+90.35%
10 Year Est. Return
+368.82%
AUM
$2.29B
AUM Growth
+$508M
(+28%)
Cap. Flow
+$374M
Cap. Flow
% of AUM
16.3%
Top 10 Holdings %
Top 10 Hldgs %
34.76%
Holding
35
New
1
Increased
33
Reduced
–
Closed
1
Top Buys
| 1 |
AFSI
AmTrust Financial Services, Inc.
AFSI
|
+$52.1M |
| 2 |
RTN
Raytheon Company
RTN
|
+$14.2M |
| 3 |
Aflac
AFL
|
+$14M |
| 4 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$13.6M |
| 5 |
CVS Health
CVS
|
+$13.4M |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$54.8M |
Sector Composition
| 1 | Industrials | 24.9% |
| 2 | Financials | 18.92% |
| 3 | Technology | 18.89% |
| 4 | Energy | 11.69% |
| 5 | Consumer Discretionary | 11.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Aflac
AFL
$61.6B
| $60M | 2.62% |
1,927,178
+447,194
| +30% | +$14M |
|
27
Western Union
WU
$2.51B
| $58.6M | 2.56% |
3,379,998
+702,571
| +26% | +$11.3M |
|
28
Nasdaq
NDAQ
$51.6B
| $56.9M | 2.48% |
4,423,548
+821,814
| +23% | +$10M |
|
29
Assurant
AIZ
$13.5B
| $56.7M | 2.47% |
864,998
+121,607
| +16% | +$8.13M |
|
30
O-I Glass
OI
$1.44B
| $54.1M | 2.36% |
1,561,391
+282,613
| +22% | +$9.35M |
|
31
Willis Towers Watson
WTW
$26.9B
| $53.2M | 2.32% |
464,180
+97,182
| +26% | +$10.9M |
|
|
AFSI
32
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $53.1M | 2.32% |
+2,540,336
| New | +$52.1M |
|
33
Aecom
ACM
$8.85B
| $49.4M | 2.16% |
1,535,091
+217,217
| +16% | +$7.01M |
|
|
MRC
34
DELISTED
MRC Global
MRC
| $49M | 2.14% |
1,730,812
+245,341
| +17% | +$6.97M |
|
|
DTV
35
DELISTED
DIRECTV COM STK (DE)
DTV
| – | – |
-717,532
| Closed | -$54.8M |
|
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