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
$6.23B
AUM Growth
+$622M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$14.7M
3
+$13.3M
4
JCI icon
Johnson Controls International
JCI
+$13.1M
5
ETN icon
Eaton
ETN
+$12.8M

Top Sells

1
+$210M

Sector Composition

1 Technology 29.93%
2 Financials 26.04%
3 Industrials 13.68%
4 Consumer Discretionary 12.08%
5 Energy 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$155M 2.49%
3,876,701
+306,057
27
$142M 2.27%
145,754
+12,828
28
$137M 2.2%
3,849,084
+156,242
29
$136M 2.19%
2,185,275
+64,508
30
$121M 1.94%
4,581,348
+186,314
31
$99.4M 1.6%
4,879,017
+320,386
32
$90.8M 1.46%
3,068,785
+152,138
33
$38.3M 0.61%
2,510,176
+372,794
34
– –
-6,092,484
1
2