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
$822M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.63M
3
+$8.61M
4
SYK icon
Stryker
SYK
+$8.29M
5
CELG
Celgene Corp
CELG
+$7.29M

Top Sells

1
+$10.9M
2
+$8.61M
3
+$7.11M
4
MDT icon
Medtronic
MDT
+$6.94M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.76M

Sector Composition

1 Financials 17.54%
2 Industrials 16.65%
3 Healthcare 12.18%
4 Technology 10.71%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.39%
178,725
+56,453
27
$11.4M 1.39%
108,405
-1,785
28
$10.8M 1.31%
75,801
-6,630
29
$10.7M 1.3%
92,314
+960
30
$8.81M 1.07%
71,904
-36,111
31
$8.65M 1.05%
158,130
+9,504
32
$8.63M 1.05%
+137,995
33
$8.29M 1.01%
+58,354
34
$8.05M 0.98%
27,988
+4,633
35
$8.01M 0.97%
35,527
-18,097
36
$7.5M 0.91%
63,565
+5,413
37
$7.19M 0.87%
47,538
-942
38
$7.05M 0.86%
115,452
+35,955
39
$6.84M 0.83%
51,749
+48,085
40
$6.76M 0.82%
21,091
-2,113
41
$6.57M 0.8%
40,153
+758
42
$6.22M 0.76%
115,315
+19,303
43
$5.71M 0.69%
27,770
-580
44
$5.63M 0.69%
35,956
+614
45
$5.55M 0.67%
59,390
+46,560
46
$5.51M 0.67%
+40,438
47
$5.46M 0.66%
+52,410
48
$5.46M 0.66%
36,566
+33,466
49
$5.18M 0.63%
+66,857
50
$5.08M 0.62%
201,722
+1,005
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