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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.42M 1.29%
119,254
+103,268
27
$9.08M 1.25%
+132,806
28
$8.78M 1.21%
121,538
+3,092
29
$8.71M 1.2%
56,471
+21,326
30
$8.49M 1.17%
65,010
+756
31
$8.31M 1.14%
87,591
-6,645
32
$8.25M 1.13%
+83,405
33
$8.23M 1.13%
+366,471
34
$7.96M 1.09%
77,486
+75,064
35
$7.91M 1.09%
+204,106
36
$7.75M 1.06%
247,702
-17
37
$7.63M 1.05%
64,474
+7,780
38
$7.46M 1.02%
88,750
-1,612
39
$7.13M 0.98%
306,700
+284,664
40
$7.1M 0.98%
56,946
-3,570
41
$6.57M 0.9%
66,774
-1,530
42
$6.52M 0.9%
76,024
-519
43
$6.5M 0.89%
+95,828
44
$6.42M 0.88%
20,079
-160
45
$6.38M 0.88%
50,150
-246
46
$6.2M 0.85%
93,677
-40,892
47
$6.05M 0.83%
64,356
-478
48
$6M 0.82%
139,087
+134,002
49
$5.97M 0.82%
626,036
-369,404
50
$5.94M 0.82%
88,870
-146
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2
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