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
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.4M
3
+$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.6M

Top Sells

1
+$20.2M
2
+$17.2M
3
+$10.4M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.35M

Sector Composition

1 Industrials 20.12%
2 Financials 18.61%
3 Healthcare 9.31%
4 Energy 7.74%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.61%
34,681
+28,230
52
$4.09M 0.59%
35,653
+519
53
$3.55M 0.51%
175,883
-300,907
54
$3.55M 0.51%
+47,075
55
$3.51M 0.5%
44,939
-71,725
56
$3.3M 0.47%
109,657
+227
57
$3.13M 0.45%
+13,459
58
$3.11M 0.45%
20,812
-1,011
59
$3.04M 0.44%
42,664
-52,500
60
$2.98M 0.43%
+47,945
61
$2.94M 0.42%
55,090
-6,234
62
$2.56M 0.37%
14,200
-13,064
63
$2.55M 0.37%
144,260
-314,940
64
$2.54M 0.36%
37,487
+50
65
$2.46M 0.35%
+77,226
66
$2.43M 0.35%
17,779
-126
67
$2.38M 0.34%
33,374
-30,179
68
$2.35M 0.34%
41,770
-65,338
69
$2.35M 0.34%
19,262
-2,582
70
$2.27M 0.33%
70,719
+714
71
$2.23M 0.32%
21,722
-229
72
$2.16M 0.31%
20,719
-38,367
73
$2.1M 0.3%
+38,296
74
$2.1M 0.3%
20,495
+15,193
75
$1.91M 0.27%
27,398
-8,622
1 2
3
4 5