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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.66M 1.38%
178,278
-2,449
27
$9.48M 1.35%
164,800
+37,854
28
$8.35M 1.19%
88,200
+24,691
29
$8.22M 1.17%
86,014
+75,234
30
$8.06M 1.15%
114,340
+81,269
31
$8.06M 1.15%
85,207
+81,190
32
$8.03M 1.14%
75,859
+13,092
33
$7.51M 1.07%
29,161
-2,777
34
$7.34M 1.05%
20,516
+628
35
$7.04M 1%
+107,111
36
$7M 1%
+94,153
37
$6.83M 0.97%
258,809
-322,543
38
$6.72M 0.96%
+51,706
39
$6.7M 0.95%
87,089
+78,004
40
$6.45M 0.92%
46,933
-7,414
41
$6.32M 0.9%
+128,394
42
$6.21M 0.89%
67,416
-51,286
43
$6.19M 0.88%
280,674
-1,219
44
$5.94M 0.85%
71,835
-16,233
45
$5.78M 0.82%
165,207
+4,236
46
$5.45M 0.78%
76,039
-23,313
47
$5.36M 0.76%
58,172
-6,013
48
$5.29M 0.75%
46,361
-1,520
49
$5.12M 0.73%
208,948
+757
50
$5.09M 0.73%
39,268
-723
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