MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.1M
3
+$8.41M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
TXN icon
Texas Instruments
TXN
+$6.54M

Top Sells

1
+$19.6M
2
+$11.2M
3
+$9.82M
4
CYBR icon
CyberArk
CYBR
+$8.21M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 17.97%
2 Financials 16.87%
3 Healthcare 14.71%
4 Industrials 10.06%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.36%
74,584
+25,254
27
$12.2M 1.36%
80,438
+67,627
28
$11.6M 1.29%
111,803
-73,194
29
$11.5M 1.29%
133,972
+2,198
30
$11.5M 1.28%
98,192
-20,077
31
$10.6M 1.18%
65,426
+23,621
32
$10.5M 1.17%
80,912
-21,516
33
$9.95M 1.11%
201,282
-76,400
34
$9.85M 1.1%
172,333
+52,210
35
$9.65M 1.08%
344,639
+324,841
36
$9.56M 1.07%
188,438
-69,632
37
$8.5M 0.95%
57,170
+3,969
38
$8.4M 0.94%
30,884
+20,745
39
$8.25M 0.92%
92,719
+542
40
$7.89M 0.88%
270,416
-336,491
41
$7.66M 0.86%
35,682
+175
42
$7.41M 0.83%
206,734
+860
43
$7.19M 0.8%
44,395
-15,171
44
$7.12M 0.8%
59,664
+51,041
45
$7.1M 0.79%
42,476
+3,329
46
$6.55M 0.73%
+84,365
47
$6.4M 0.71%
23,173
-2,180
48
$6.35M 0.71%
86,625
49
$6.22M 0.69%
23,396
50
$6.19M 0.69%
41,681
-6,936
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