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
$822M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.63M
3
+$8.61M
4
SYK icon
Stryker
SYK
+$8.29M
5
CELG
Celgene Corp
CELG
+$7.29M

Top Sells

1
+$10.9M
2
+$8.61M
3
+$7.11M
4
MDT icon
Medtronic
MDT
+$6.94M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.76M

Sector Composition

1 Financials 17.54%
2 Industrials 16.65%
3 Healthcare 12.18%
4 Technology 10.71%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.05M 0.61%
28,785
-921
52
$4.95M 0.6%
28,685
+24,139
53
$4.74M 0.58%
195,250
+2,340
54
$4.47M 0.54%
+248,075
55
$4.34M 0.53%
42,465
+18,170
56
$3.99M 0.49%
51,356
-89,287
57
$3.94M 0.48%
55,982
-100,868
58
$3.69M 0.45%
+19,590
59
$3.68M 0.45%
50,592
-41,963
60
$3.55M 0.43%
38,744
-23,848
61
$3.49M 0.42%
+32,120
62
$3.34M 0.41%
40,695
-1,220
63
$3.18M 0.39%
102,401
-2,296
64
$3.06M 0.37%
+106,065
65
$2.81M 0.34%
+64,200
66
$2.78M 0.34%
16,539
-11,385
67
$2.56M 0.31%
+55,693
68
$2.45M 0.3%
24,018
-909
69
$2.38M 0.29%
13,274
70
$2.35M 0.29%
+12,620
71
$2.33M 0.28%
5,214
-6,040
72
$2.27M 0.28%
23,080
-1,550
73
$2.24M 0.27%
35,344
-1,521
74
$2.2M 0.27%
45,398
-877
75
$2.2M 0.27%
75,340
-58,671
1 2
3
4 5