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
$5.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$1.84M
3
+$1.64M
4
BFH icon
Bread Financial
BFH
+$1.11M

Top Sells

1
+$8.97M
2
+$8.44M
3
+$8.31M
4
CE icon
Celanese
CE
+$7.29M
5
SNX icon
TD Synnex
SNX
+$7.07M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 19.86%
3 Industrials 17.9%
4 Financials 12.98%
5 Materials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.4M 1.79%
2,739,021
-7,743
27
$92.2M 1.68%
256,912
-8,568
28
$92.1M 1.67%
5,312,276
+106,207
29
$78.5M 1.43%
8,720,039
+182,616
30
$75.8M 1.38%
1,882,234
-76,287
31
$74.9M 1.36%
2,234,571
+33,180
32
$68.3M 1.24%
999,524
-45,909
33
$63.3M 1.15%
5,974,774
-230,751
1
2