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
$636M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$19.5M
3
+$18M
4
PYPL icon
PayPal
PYPL
+$8.62M
5
APD icon
Air Products & Chemicals
APD
+$8.25M

Top Sells

1
+$17.6M
2
+$16.8M
3
+$10.9M
4
SEE icon
Sealed Air
SEE
+$8.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.95M

Sector Composition

1 Consumer Discretionary 16.06%
2 Industrials 15.15%
3 Financials 14.15%
4 Healthcare 12.55%
5 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.18M 0.82%
260,923
+27,594
52
$4.68M 0.74%
+145,085
53
$4.55M 0.72%
48,859
-3,215
54
$4.41M 0.69%
3,456
-2,524
55
$4.4M 0.69%
48,907
+41,610
56
$4.2M 0.66%
84,350
+72,380
57
$4.15M 0.65%
155,192
+53,227
58
$4.11M 0.65%
62,605
-33,005
59
$4.07M 0.64%
+83,955
60
$4.02M 0.63%
103,206
+1,071
61
$4.01M 0.63%
+40,661
62
$3.18M 0.5%
+58,775
63
$3.16M 0.5%
+43,580
64
$3.08M 0.48%
15,103
-39,016
65
$3.02M 0.47%
+77,920
66
$2.94M 0.46%
26,091
+1,115
67
$2.81M 0.44%
16,406
+13,856
68
$2.78M 0.44%
+22,340
69
$2.7M 0.43%
99,563
-13,548
70
$2.68M 0.42%
58,032
+16,512
71
$2.6M 0.41%
+37,335
72
$2.14M 0.34%
36,822
+241
73
$2.14M 0.34%
8,413
+760
74
$2.12M 0.33%
42,083
+3,930
75
$2.02M 0.32%
16,047
+233
1 2
3
4 5