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
$7.25B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$12.6M
3
+$11.1M
4
SU icon
Suncor Energy
SU
+$9.39M
5
WDC icon
Western Digital
WDC
+$7.83M

Top Sells

1
+$85.9M
2
+$11.6M
3
+$1.4M

Sector Composition

1 Technology 23.69%
2 Industrials 19.52%
3 Consumer Discretionary 18.63%
4 Financials 13.85%
5 Materials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$137M 1.9%
2,323,876
+89,305
27
$136M 1.88%
3,626,034
+24,368
28
$132M 1.83%
6,958,965
+135,078
29
$124M 1.71%
9,224,188
+504,149
30
$106M 1.46%
1,934,772
+52,538
31
$106M 1.46%
+1,074,297
32
$105M 1.45%
1,034,404
+34,880
33
$87.9M 1.21%
1,079,643
-1,055,331
34
$74.3M 1.03%
6,242,615
+267,841
35
$12.6M 0.17%
+92,185
36
$407K 0.01%
+5,216
37
$396K 0.01%
+2,490
1
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