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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.8M 0.8%
76,919
+39,446
52
$5.6M 0.77%
83,278
-100,406
53
$5.58M 0.77%
42,002
+638
54
$5.42M 0.74%
223,358
-2,172
55
$5.38M 0.74%
50,460
+26,393
56
$5.34M 0.73%
164,973
-259
57
$5.15M 0.71%
214,575
+51,189
58
$4.82M 0.66%
98,579
-278
59
$4.71M 0.65%
3,917
-2,024
60
$4.63M 0.64%
23,670
+15,795
61
$4.38M 0.6%
102,815
+44,560
62
$4.25M 0.58%
37,438
-1,510
63
$4.21M 0.58%
80,020
-61,820
64
$4.21M 0.58%
64,666
+2,288
65
$3.86M 0.53%
131,028
-46,908
66
$3.71M 0.51%
16,166
+6,378
67
$3.64M 0.5%
33,523
-14,982
68
$3.59M 0.49%
+183,346
69
$3.57M 0.49%
+23,570
70
$3.43M 0.47%
102,653
-81,983
71
$3.19M 0.44%
30,720
+13,180
72
$2.96M 0.41%
33,455
-28,217
73
$2.89M 0.4%
+64,732
74
$2.78M 0.38%
35,985
-11,558
75
$2.64M 0.36%
27,836
+2,565
1 2
3
4 5