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
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$23.1M
3
+$22.5M
4
AET
Aetna Inc
AET
+$21.5M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.97%
2 Financials 20.97%
3 Technology 17.19%
4 Consumer Discretionary 15.43%
5 Energy 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 4.21%
+1,160,502
2
$23.1M 3.75%
+491,371
3
$22.5M 3.65%
+781,841
4
$21.5M 3.49%
+338,380
5
$19.6M 3.18%
+231,202
6
$19.6M 3.18%
+241,875
7
$19.5M 3.18%
+669,860
8
$19.3M 3.14%
+20,448
9
$19M 3.09%
+1,109,348
10
$18.8M 3.05%
+328,529
11
$18.8M 3.05%
+678,947
12
$18.7M 3.04%
+281,475
13
$18.6M 3.03%
+365,782
14
$18.6M 3.02%
+301,711
15
$18.6M 3.02%
+282,102
16
$18.6M 3.02%
+1,062,914
17
$18.3M 2.98%
+277,307
18
$18.3M 2.97%
+401,626
19
$18.2M 2.95%
+867,516
20
$18.1M 2.95%
+221,654
21
$18M 2.92%
+4,804,490
22
$17.7M 2.87%
+1,615,995
23
$17.3M 2.82%
+263,378
24
$17.2M 2.79%
+540,439
25
$17M 2.77%
+586,258
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