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
$5.75B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$152M
3
+$71M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.71M
5
UBER icon
Uber
UBER
+$1.68M

Top Sells

1
+$263M
2
+$188M
3
+$27M
4
AMP icon
Ameriprise Financial
AMP
+$24.1M
5
CI icon
Cigna
CI
+$17.1M

Sector Composition

1 Technology 25.48%
2 Consumer Discretionary 14.96%
3 Financials 14.84%
4 Industrials 13.98%
5 Healthcare 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$325M 5.64%
1,366,194
-101,281
2
$301M 5.23%
1,142,710
-64,802
3
$290M 5.04%
5,965,670
-554,750
4
$285M 4.96%
1,174,657
-51,985
5
$246M 4.27%
2,221,590
+1,528,335
6
$238M 4.14%
6,786,544
-263,722
7
$231M 4.02%
2,734,093
-28,726
8
$222M 3.86%
1,948,690
+622,904
9
$203M 3.53%
5,321,353
-339,408
10
$200M 3.48%
1,292,888
-74,173
11
$200M 3.48%
9,057,098
-464,058
12
$192M 3.34%
4,608,017
-171,763
13
$188M 3.28%
685,699
-41,477
14
$187M 3.25%
17,161,133
-1,080,354
15
$186M 3.23%
3,968,585
-178,951
16
$177M 3.08%
5,228,070
-210,320
17
$176M 3.05%
4,287,280
-134,280
18
$174M 3.02%
1,005,626
+976
19
$167M 2.91%
996,447
-5,111
20
$166M 2.88%
7,548,955
-1,081
21
$163M 2.82%
1,449,755
+573
22
$152M 2.65%
+1,296,071
23
$136M 2.36%
5,461,424
-17,050
24
$136M 2.36%
2,703,782
+9,605
25
$124M 2.15%
4,180,398
-353,960
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