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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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