LAM

Lyrical Asset Management Portfolio holdings

AUM $7.1B
1-Year Est. Return 21.26%
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$76.8M
3
+$69.9M
4
BFH icon
Bread Financial
BFH
+$31.5M
5
AER icon
AerCap
AER
+$27.5M

Top Sells

1
+$174M
2
+$171M
3
+$152M
4
GT icon
Goodyear
GT
+$53.6M
5
HCA icon
HCA Healthcare
HCA
+$38.9M

Sector Composition

1 Technology 25.85%
2 Industrials 18.28%
3 Consumer Discretionary 15.25%
4 Financials 14.51%
5 Healthcare 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69.9M 1.72%
+6,524,449
27
$61.5M 1.51%
1,039,274
-103,017
28
$45.9M 1.13%
6,336,497
+4,355,033
29
$43.2M 1.06%
1,275,374
-5,054,672
30
$41.4M 1.02%
2,979,637
-257,602
31
$36.7M 0.9%
5,163,990
-328,879
32
$24.3M 0.6%
3,924,831
-252,768
33
$17.7M 0.43%
+236,992
34
$9.34M 0.23%
2,593,936
-47,330
35
$1.29M 0.03%
+27,335
36
$1.2M 0.03%
12,068
-111,669
37
$795K 0.02%
136,601
-9,203,229
38
$251K 0.01%
8,400
-5,101,858
39
– –
-4,044,755
1
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