MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
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
+$941M
2
+$119M
3
+$4.32M
4
WRB icon
W.R. Berkley
WRB
+$4.12M
5
TEAM icon
Atlassian
TEAM
+$3.79M

Top Sells

1
+$14.2M
2
+$9.69M
3
+$9.32M
4
UNP icon
Union Pacific
UNP
+$9.16M
5
ANET icon
Arista Networks
ANET
+$6.71M

Sector Composition

1 Healthcare 22.69%
2 Technology 20.4%
3 Financials 15.36%
4 Industrials 10.83%
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
6 7 8 9
10