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
$8.3B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.4M
3
+$18.3M
4
LNC icon
Lincoln National
LNC
+$16.7M
5
COMM icon
CommScope
COMM
+$16.5M

Top Sells

1
+$1.39M

Sector Composition

1 Financials 23.83%
2 Technology 19.1%
3 Consumer Discretionary 14.43%
4 Healthcare 13.03%
5 Energy 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$567M 6.84%
4,078,212
+80,081
2
$514M 6.19%
1,875,767
+35,731
3
$509M 6.13%
20,611,890
+258,910
4
$401M 4.83%
3,141,251
+114,696
5
$396M 4.77%
3,470,638
+122,213
6
$387M 4.66%
8,222,912
+302,772
7
$358M 4.31%
2,422,154
+123,738
8
$351M 4.23%
9,066,492
+354,603
9
$343M 4.13%
5,068,451
+247,509
10
$330M 3.98%
5,735,389
+238,588
11
$259M 3.12%
7,395,802
+598,667
12
$255M 3.07%
236,481
+17,021
13
$252M 3.03%
13,200,987
+809,286
14
$249M 3%
1,764,554
+26,010
15
$237M 2.86%
5,504,501
+123,082
16
$233M 2.8%
5,258,869
+371,371
17
$216M 2.6%
1,999,346
-12,875
18
$214M 2.58%
6,958,090
+534,871
19
$208M 2.51%
21,045,215
+1,587,354
20
$193M 2.33%
1,629,201
+126,795
21
$193M 2.32%
8,239,556
+659,212
22
$186M 2.24%
3,874,163
+30,065
23
$174M 2.1%
1,272,609
+13,536
24
$160M 1.93%
12,224,502
+450,939
25
$153M 1.84%
4,686,031
+39,243
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