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
$7.23B
AUM Growth
-$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$169M
3
+$81.1M
4
HBI icon
Hanesbrands
HBI
+$68.2M
5
WDC icon
Western Digital
WDC
+$6.72M

Top Sells

1
+$398M
2
+$290M
3
+$28.9M
4
HCA icon
HCA Healthcare
HCA
+$19.7M
5
MCHP icon
Microchip Technology
MCHP
+$14.5M

Sector Composition

1 Technology 22.85%
2 Industrials 20.29%
3 Consumer Discretionary 18.72%
4 Financials 16.81%
5 Energy 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$125M 1.72%
3,541,479
-103,969
27
$123M 1.7%
5,534,761
+90,670
28
$122M 1.69%
7,786,680
+92,703
29
$116M 1.6%
4,763,487
+231,369
30
$113M 1.57%
1,228,073
-2,891
31
$98.9M 1.37%
5,724,366
-148,040
32
$60.8M 0.84%
3,807,928
-598,102
33
$28.7M 0.4%
2,588,786
+33,207
34
$1.64M 0.02%
+840,801
35
$509K 0.01%
+4,000
36
– –
-7,959,633
37
– –
-7,848,023
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