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
$5.29B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$7.86M
3
+$4.51M
4
BFH icon
Bread Financial
BFH
+$4.27M
5
WHR icon
Whirlpool
WHR
+$4.07M

Top Sells

1
+$26.8M
2
+$12M
3
+$11.8M
4
URI icon
United Rentals
URI
+$11.1M
5
COMM icon
CommScope
COMM
+$9.11M

Sector Composition

1 Technology 28.04%
2 Consumer Discretionary 16.62%
3 Industrials 16.32%
4 Financials 12.95%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$110M 2.08%
768,183
-36,877
27
$92.2M 1.74%
687,117
-34,882
28
$89.3M 1.69%
684,952
-31,991
29
$88.9M 1.68%
2,421,435
+87,179
30
$85M 1.61%
2,156,574
-96,312
31
$63.9M 1.21%
797,473
-36,237
32
$51.2M 0.97%
1,497,758
+124,795
33
$39.8M 0.75%
10,063,056
+1,139,099
34
$13.1M 0.25%
3,890,194
-2,710,059
35
$7.86M 0.15%
+51,787
36
$7.19M 0.14%
594,488
+255,503
37
$6.31M 0.12%
31,560
+16,401
38
$6.12M 0.12%
69,202
+36,285
39
$4.1M 0.08%
28,508
+12,596
40
$2.51M 0.05%
802,166
+337,985
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