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
$7.1B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$41M
3
+$39.4M
4
JCI icon
Johnson Controls International
JCI
+$38.6M
5
WDC icon
Western Digital
WDC
+$37.5M

Top Sells

1
+$250M

Sector Composition

1 Technology 28.08%
2 Financials 26.92%
3 Industrials 13.59%
4 Consumer Discretionary 13.1%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$447M 6.29%
19,170,010
+954,310
2
$329M 4.63%
2,166,804
+232,342
3
$309M 4.35%
1,642,532
+185,754
4
$304M 4.29%
10,124,539
+1,135,589
5
$282M 3.97%
4,169,737
+520,169
6
$279M 3.93%
2,938,484
+364,049
7
$273M 3.85%
4,080,534
+560,087
8
$272M 3.83%
3,453,061
+452,553
9
$261M 3.68%
6,725,984
+961,794
10
$259M 3.64%
3,321,616
+472,403
11
$253M 3.57%
1,990,107
+277,879
12
$235M 3.3%
1,224,541
+205,835
13
$228M 3.21%
5,262,697
+889,844
14
$228M 3.21%
2,515,164
+392,343
15
$226M 3.19%
6,472,867
+908,281
16
$226M 3.18%
4,861,408
+705,859
17
$215M 3.02%
180,142
+34,388
18
$213M 3%
1,464,422
+76,761
19
$209M 2.95%
7,162,072
+1,209,429
20
$203M 2.86%
+16,503,018
21
$199M 2.8%
10,433,532
+1,657,717
22
$190M 2.68%
1,833,937
+43,093
23
$184M 2.59%
1,108,054
+44,874
24
$176M 2.48%
7,025,000
+156,692
25
$171M 2.4%
4,484,298
+172,809
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