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
$761M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.8M
3
+$8.41M
4
MDT icon
Medtronic
MDT
+$7.89M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.76M

Top Sells

1
+$12.3M
2
+$11.6M
3
+$10.9M
4
USB icon
US Bancorp
USB
+$10.9M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$9.97M

Sector Composition

1 Financials 18.24%
2 Industrials 17.57%
3 Healthcare 10.98%
4 Technology 10.35%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.76M 0.63%
+190,000
52
$4.75M 0.62%
11,254
+6,323
53
$4.53M 0.6%
27,924
+10,487
54
$4.5M 0.59%
192,910
+51,560
55
$3.71M 0.49%
+134,011
56
$3.38M 0.44%
41,915
-38,025
57
$3.31M 0.43%
104,697
+2,220
58
$2.84M 0.37%
114,966
+56,809
59
$2.82M 0.37%
63,049
+7,055
60
$2.75M 0.36%
36,865
+648
61
$2.74M 0.36%
+1,467
62
$2.62M 0.34%
24,630
+4,462
63
$2.52M 0.33%
+38,594
64
$2.4M 0.32%
46,275
+24,714
65
$2.39M 0.31%
24,927
+15,023
66
$2.24M 0.29%
13,274
+9,709
67
$2.15M 0.28%
+36,648
68
$2.14M 0.28%
+16,130
69
$2.06M 0.27%
72,268
-1,798
70
$2.05M 0.27%
4,170
-264
71
$2.04M 0.27%
23,470
+9,625
72
$1.98M 0.26%
14,942
+11,350
73
$1.97M 0.26%
13,944
-1,230
74
$1.94M 0.26%
43,311
+9,338
75
$1.82M 0.24%
11,414
-10,252
1 2
3
4 5