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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 1.26%
62,611
+22,122
27
$18.7M 1.15%
129,312
-1,233
28
$17.2M 1.05%
54,292
+5,220
29
$16.1M 0.98%
105,641
-18,682
30
$12.4M 0.76%
21,195
-251
31
$12.2M 0.75%
113,829
-6,040
32
$12M 0.74%
146,326
-15,213
33
$10.6M 0.65%
36,658
-7,336
34
$10.5M 0.64%
72,504
-1,483
35
$10.2M 0.62%
53,494
-608
36
$9.05M 0.55%
145,366
+2,410
37
$8.93M 0.55%
157,930
+134,901
38
$8.65M 0.53%
51,618
-4,133
39
$8.51M 0.52%
45,361
-758
40
$8.06M 0.49%
72,916
-4,632
41
$7.7M 0.47%
14,748
-238
42
$7.67M 0.47%
155,150
+4,365
43
$7.38M 0.45%
74,215
-3,071
44
$7.33M 0.45%
40,280
-456
45
$6.41M 0.39%
22,984
+858
46
$5.9M 0.36%
12,571
-485
47
$5.77M 0.35%
38,754
+2,430
48
$5.39M 0.33%
18,428
+268
49
$4.96M 0.3%
17,110
-129
50
$4.77M 0.29%
19,368
+6,483
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2
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