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
$828M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.02M
3
+$6.46M
4
PANW icon
Palo Alto Networks
PANW
+$5.97M
5
FDX icon
FedEx
FDX
+$4.79M

Top Sells

1
+$13.2M
2
+$10.1M
3
+$9.77M
4
C icon
Citigroup
C
+$9.44M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$6.67M

Sector Composition

1 Financials 21.28%
2 Industrials 18.3%
3 Technology 14.63%
4 Healthcare 9.31%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.56%
29,130
-22,073
52
$4.57M 0.55%
47,598
+6,026
53
$4.32M 0.52%
62,259
-69,005
54
$4M 0.48%
29,043
-3,048
55
$3.95M 0.48%
+22,806
56
$3.74M 0.45%
6,896
+1,453
57
$3.45M 0.42%
20,830
-1,635
58
$3.25M 0.39%
103,287
+1,824
59
$3.14M 0.38%
60,390
-981
60
$2.98M 0.36%
+9,082
61
$2.52M 0.3%
13,209
-65
62
$2.36M 0.28%
11,335
-11,465
63
$2.31M 0.28%
22,958
-11
64
$2.3M 0.28%
30,790
-9,986
65
$2.24M 0.27%
+31,585
66
$2.19M 0.26%
15,157
+63
67
$2.17M 0.26%
27,007
-204
68
$2.15M 0.26%
34,578
-295
69
$2.04M 0.25%
39,460
+3,260
70
$1.98M 0.24%
12,223
-22
71
$1.96M 0.24%
83,220
-36,830
72
$1.94M 0.23%
15,953
-660
73
$1.94M 0.23%
24,473
+1,010
74
$1.93M 0.23%
15,930
75
$1.91M 0.23%
19,083
-55
1 2
3
4 5