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
$7.1B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$41M
3
+$39.4M
4
JCI icon
Johnson Controls International
JCI
+$38.6M
5
WDC icon
Western Digital
WDC
+$37.5M

Top Sells

1
+$250M

Sector Composition

1 Technology 28.08%
2 Financials 26.92%
3 Industrials 13.59%
4 Consumer Discretionary 13.1%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$149M 2.09%
3,173,309
+129,092
27
$139M 1.96%
4,234,618
+357,917
28
$136M 1.91%
4,836,233
+254,885
29
$132M 1.85%
2,274,201
+88,926
30
$131M 1.85%
4,052,672
+203,588
31
$123M 1.74%
5,153,582
+274,565
32
$90.1M 1.27%
3,304,287
+235,502
33
$31.5M 0.44%
3,152,599
+642,423
34
– –
-8,164,857
1
2