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
$1.11B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$5.52M
3 +$4.4M
4
WRB icon
W.R. Berkley
WRB
+$4.12M
5
ASH icon
Ashland
ASH
+$3.81M

Top Sells

1 +$13.6M
2 +$8.59M
3 +$8.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.43M
5
ANET icon
Arista Networks
ANET
+$5.73M

Sector Composition

1 Healthcare 22.69%
2 Technology 20.4%
3 Financials 15.36%
4 Industrials 10.79%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,573
227
-2,816
228
-21,080
229
-3,057
230
-1,805