MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$10.3M
3 +$7.63M
4
ABT icon
Abbott
ABT
+$5.79M
5
PEP icon
PepsiCo
PEP
+$5.55M

Top Sells

1 +$21.4M
2 +$7.07M
3 +$5.58M
4
PYPL icon
PayPal
PYPL
+$5.58M
5
LMT icon
Lockheed Martin
LMT
+$5.37M

Sector Composition

1 Technology 23.33%
2 Healthcare 18.63%
3 Financials 18.17%
4 Industrials 8.99%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,465
227
-800
228
-6,467
229
-16,775
230
-1,620
231
-16,033
232
-15,618