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
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 1.19%
116,623
+7,370
27
$17.9M 1.17%
108,501
+1,607
28
$16.7M 1.09%
114,403
+5,414
29
$16.5M 1.08%
132,972
+14,399
30
$13.1M 0.86%
49,803
-4,662
31
$11.7M 0.77%
60,639
+10,175
32
$11.7M 0.77%
161,443
-52,975
33
$11.6M 0.76%
21,274
-99
34
$11.2M 0.73%
+65,439
35
$10.9M 0.71%
42,786
-528
36
$10.7M 0.7%
44,241
+521
37
$9.5M 0.62%
51,774
-366
38
$9.28M 0.61%
65,040
+100
39
$9.2M 0.6%
47,289
-426
40
$9.01M 0.59%
54,623
+37
41
$8.54M 0.56%
110,067
+47,530
42
$7.88M 0.52%
123,857
+178
43
$7.61M 0.5%
46,944
+1,581
44
$7.12M 0.47%
81,212
+316
45
$6.88M 0.45%
40,562
-208
46
$6.77M 0.44%
15,217
+33
47
$5.83M 0.38%
+25,872
48
$5.65M 0.37%
12,966
+1
49
$5.53M 0.36%
14,430
+25
50
$4.84M 0.32%
22,662
-77,321
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2
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