LAM

Lyrical Asset Management Portfolio holdings

AUM $6.56B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.1B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$21.2M
3
+$20.4M
4
AMCR icon
Amcor
AMCR
+$20.3M
5
AMP icon
Ameriprise Financial
AMP
+$19.9M

Top Sells

1
+$463M
2
+$236M
3
+$102M

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 17.45%
3 Industrials 14.87%
4 Financials 11.55%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$517M 7.28%
3,190,123
+45,028
2
$472M 6.66%
8,150,488
+178,122
3
$389M 5.48%
3,533,860
+72,795
4
$373M 5.26%
759,486
+38,826
5
$361M 5.09%
1,688,003
+91,923
6
$360M 5.07%
2,975,634
+164,245
7
$351M 4.95%
3,863,652
+192,413
8
$336M 4.74%
1,040,174
+51,710
9
$328M 4.62%
+2,765,127
10
$321M 4.52%
752,469
+45,003
11
$276M 3.89%
2,816,035
+108,894
12
$265M 3.73%
4,013,390
+290,663
13
$243M 3.42%
8,544,760
+615,662
14
$231M 3.26%
801,816
+62,900
15
$211M 2.98%
1,290,281
+97,148
16
$203M 2.87%
705,893
+62,125
17
$171M 2.41%
1,411,682
+78,509
18
$161M 2.27%
1,934,751
+242,778
19
$159M 2.25%
504,416
+34,700
20
$157M 2.21%
565,165
+45,825
21
$151M 2.13%
698,401
+60,430
22
$144M 2.02%
678,512
+59,901
23
$138M 1.95%
579,835
+40,795
24
$131M 1.84%
830,349
+58,236
25
$117M 1.65%
1,760,232
+155,927
1
2