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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.01M 0.71%
44,660
-18,473
52
$4.99M 0.71%
51,840
-511
53
$4.85M 0.69%
49,010
+34,342
54
$4.5M 0.64%
+25,925
55
$4.47M 0.64%
68,124
-111,896
56
$4.41M 0.63%
46,799
-34,090
57
$4.32M 0.62%
+36,390
58
$4.16M 0.59%
191,392
-17,615
59
$4.13M 0.59%
+97,435
60
$4.11M 0.59%
3,601
-88
61
$3.82M 0.54%
+93,080
62
$3.35M 0.48%
17,284
-63,552
63
$3.32M 0.47%
32,192
+29,167
64
$3.14M 0.45%
107,630
+50,081
65
$3.07M 0.44%
25,652
-11,486
66
$2.98M 0.42%
107,076
-236,467
67
$2.74M 0.39%
95,378
-33,418
68
$2.69M 0.38%
39,069
-584
69
$2.61M 0.37%
105,437
-38,413
70
$2.56M 0.36%
72,046
-11,020
71
$2.48M 0.35%
+208,880
72
$2.43M 0.35%
51,916
-352
73
$2.39M 0.34%
48,434
-2,083
74
$2.35M 0.34%
79,508
-1,202
75
$2.17M 0.31%
36,818
+1,496
1 2
3
4 5