MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$5.83M
3 +$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1 +$16.5M
2 +$8.24M
3 +$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,694