LAM

Lyrical Asset Management Portfolio holdings

AUM $6.56B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.1B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$21.2M
3
+$20.4M
4
AMCR icon
Amcor
AMCR
+$20.3M
5
AMP icon
Ameriprise Financial
AMP
+$19.9M

Top Sells

1
+$463M
2
+$236M
3
+$102M

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 17.45%
3 Industrials 14.87%
4 Financials 11.55%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$114M 1.61%
2,797,062
+453,175
27
$109M 1.53%
1,080,574
+82,270
28
$105M 1.48%
3,445,218
+358,251
29
$91.3M 1.29%
2,560,074
+548,277
30
$59M 0.83%
1,278,129
+104,427
31
$24.3M 0.34%
1,009,685
+106,239
32
$7.72M 0.11%
89,511
+3,811
33
$6.45M 0.09%
66,764
+2,452
34
$6.23M 0.09%
27,363
+598
35
$1.53M 0.02%
1,605
-519,575
36
$390K 0.01%
6,128
-1,707,042
37
$256K ﹤0.01%
1,258
+183
38
– –
-4,630,892
1
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