Lyrical Asset Management

Companies in the Lyrical Asset Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Broad 6.29 1.92M 233.05
Aetna (AET) 4.63 2.17M 151.83
Anthem 4.35 1.64M 188.13
Corning Incorporated (GLW) 4.29 10.12M 30.05
Lincoln National Corporation (LNC) 3.97 4.17M 67.58
Celanese Corporation (CE) 3.93 2.94M 94.94
Western Digital (WDC) 3.85 3.08M 88.60
Te Connectivity Ltd for 3.83 3.45M 78.68
AFLAC Incorporated (AFL) 3.68 3.36M 77.68
Eaton 3.64 3.32M 77.83
Ameriprise Financial (AMP) 3.57 1.99M 127.29
Whirlpool Corporation (WHR) 3.30 1.22M 191.62
EOG Resources (EOG) 3.21 2.52M 90.52
Johnson Controls International Plc equity 3.21 5.26M 43.36
Goodyear Tire & Rubber Company (GT) 3.19 6.47M 34.96
Aercap Holdings Nv Ord Cmn 3.18 4.86M 46.43
Liberty Media (LINTA) 3.02 8.74M 24.54
Willis Towers Watson 3.00 1.46M 145.46
Suncor Energy Inc New 2.95 7.16M 29.20
Flextronics International Ltd Com Stk 2.86 12.44M 16.31
Western Union Company (WU) 2.80 10.43M 19.05
Assurant (AIZ) 2.68 1.83M 103.69
Affiliated Managers (AMG) 2.59 1.11M 165.86
NCR Corporation (NCR) 2.48 4.31M 40.84
Commscope Hldg 2.40 4.48M 38.03
Microsemi Corporation (MSCC) 2.09 3.17M 46.80
National-Oilwell Var (NOV) 1.96 4.23M 32.94
Arris 1.91 4.84M 28.02
Tenne (TEN) 1.85 2.27M 57.83
AECOM Technology Corporation (ACM) 1.85 4.05M 32.33
Owens-Illinois (OI) 1.74 5.15M 23.92
Avis Budget (CAR) 1.27 3.30M 27.27
Hertz Global Holdings 0.44 2.74M 11.50