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
$7.79B
AUM Growth
-$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$155M
3
+$84.4M
4
LAD icon
Lithia Motors
LAD
+$83.9M
5
CI icon
Cigna
CI
+$73.4M

Top Sells

1
+$392M
2
+$167M
3
+$55.2M
4
URI icon
United Rentals
URI
+$53.7M
5
AMP icon
Ameriprise Financial
AMP
+$34.4M

Sector Composition

1 Technology 26.45%
2 Consumer Discretionary 23.31%
3 Financials 15.63%
4 Industrials 12.88%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$155M 1.99%
+1,974,065
27
$153M 1.96%
7,381,386
-2,661,785
28
$144M 1.85%
952,497
-57,183
29
$141M 1.81%
5,920,270
-407,366
30
$128M 1.64%
251,532
-4,019
31
$119M 1.53%
3,031,050
-192,700
32
$114M 1.46%
8,374,399
-141,306
33
$102M 1.31%
982,755
-56,152
34
$79.6M 1.02%
5,579,182
-378,688
35
– –
-8,109,895
1
2