MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.9M
3
+$9.29M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.27M
5
PAYC icon
Paycom
PAYC
+$9.11M

Top Sells

1
+$16.6M
2
+$11.1M
3
+$10.1M
4
BX icon
Blackstone
BX
+$9.99M
5
SHW icon
Sherwin-Williams
SHW
+$9.31M

Sector Composition

1 Technology 21.69%
2 Healthcare 19.33%
3 Financials 16.24%
4 Industrials 11.1%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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230
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232
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-3,968
233
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-69,840
234
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235
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236
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237
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238
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-72,070
239
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-12,150
240
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-53,469
6 7 8 9
10