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
$7.23B
AUM Growth
-$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$169M
3
+$81.1M
4
HBI icon
Hanesbrands
HBI
+$68.2M
5
WDC icon
Western Digital
WDC
+$6.72M

Top Sells

1
+$398M
2
+$290M
3
+$28.9M
4
HCA icon
HCA Healthcare
HCA
+$19.7M
5
MCHP icon
Microchip Technology
MCHP
+$14.5M

Sector Composition

1 Technology 22.85%
2 Industrials 20.29%
3 Consumer Discretionary 18.72%
4 Financials 16.81%
5 Energy 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$453M 6.27%
3,350,947
-145,667
2
$451M 6.24%
15,677,580
-1,002,850
3
$371M 5.13%
8,555,716
-333,584
4
$371M 5.13%
3,440,466
-30,569
5
$349M 4.82%
2,401,547
-90,169
6
$333M 4.6%
5,161,254
-26,844
7
$311M 4.31%
5,094,602
-38,033
8
$305M 4.21%
5,855,002
-28,172
9
$301M 4.17%
3,232,028
+15,072
10
$295M 4.08%
2,220,998
+611,715
11
$293M 4.05%
9,391,855
+42,286
12
$255M 3.53%
14,800,906
+3,961,663
13
$252M 3.49%
1,771,764
+22,785
14
$223M 3.09%
1,996,780
+16,675
15
$216M 2.99%
6,017,676
+187,063
16
$197M 2.73%
1,852,560
-44,433
17
$177M 2.45%
+8,849,036
18
$170M 2.35%
23,559,526
+318,621
19
$169M 2.34%
4,434,796
-111,542
20
$169M 2.33%
+4,076,958
21
$167M 2.31%
4,414,210
-94,577
22
$165M 2.28%
1,576,131
-60,363
23
$156M 2.15%
2,185,400
-40,279
24
$152M 2.11%
253,528
+4,971
25
$139M 1.92%
9,066,605
+155,290
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