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
$1.57B
AUM Growth
+$715M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$31.8M
3
+$29.1M
4
AER icon
AerCap
AER
+$24.9M
5
AVGO icon
Broadcom
AVGO
+$18.8M

Top Sells

1
+$43.6M

Sector Composition

1 Industrials 26.17%
2 Financials 19.83%
3 Technology 17.46%
4 Consumer Discretionary 11.58%
5 Energy 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.5M 4.89%
1,995,928
+648,695
2
$55.8M 3.57%
1,381,214
+425,809
3
$55.7M 3.56%
878,296
+281,598
4
$52.3M 3.34%
454,529
+154,003
5
$51.9M 3.31%
+604,222
6
$51.6M 3.29%
1,260,821
+422,423
7
$51.5M 3.29%
9,731,980
+3,561,290
8
$48.8M 3.12%
538,292
+191,577
9
$48.6M 3.1%
40,305
+14,431
10
$47.8M 3.06%
2,005,917
+687,587
11
$47.8M 3.05%
667,729
+250,380
12
$46.8M 2.99%
705,446
+243,343
13
$46.3M 2.96%
1,783,264
+672,784
14
$45.5M 2.91%
664,041
+244,491
15
$45M 2.87%
816,564
+527,852
16
$44.7M 2.86%
587,248
+227,351
17
$44.6M 2.85%
3,363,705
+1,253,979
18
$44.6M 2.85%
829,661
+322,974
19
$44.4M 2.84%
1,376,417
+498,337
20
$44.4M 2.83%
642,090
+253,435
21
$43.9M 2.8%
523,172
+193,384
22
$43.7M 2.79%
1,853,164
+1,347,939
23
$43M 2.75%
465,365
+181,934
24
$42.5M 2.72%
1,188,561
+473,776
25
$42.1M 2.69%
566,024
+210,193
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