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
$847M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.64M
3
+$8.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M
5
BSX icon
Boston Scientific
BSX
+$5.71M

Top Sells

1
+$19.1M
2
+$5.38M
3
+$4.67M
4
LMT icon
Lockheed Martin
LMT
+$4.67M
5
JPM icon
JPMorgan Chase
JPM
+$4.57M

Sector Composition

1 Financials 20.96%
2 Technology 15.64%
3 Industrials 14.66%
4 Healthcare 11.42%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.56%
28,817
+16,412
52
$4.63M 0.55%
28,175
-375
53
$4.54M 0.54%
62,181
-78
54
$4.31M 0.51%
+56,452
55
$4.1M 0.48%
13,328
-4,065
56
$4.01M 0.47%
24,101
-12,998
57
$3.97M 0.47%
18,147
+14,269
58
$3.89M 0.46%
22,545
+1,715
59
$3.56M 0.42%
31,689
-15,909
60
$3.44M 0.41%
59,367
-1,023
61
$3.35M 0.4%
+128,685
62
$3.2M 0.38%
101,739
-1,548
63
$2.84M 0.33%
5,685
-1,211
64
$2.79M 0.33%
23,604
+17,154
65
$2.78M 0.33%
33,651
+2,861
66
$2.76M 0.33%
+118,740
67
$2.47M 0.29%
+32,150
68
$2.46M 0.29%
12,039
-1,170
69
$2.41M 0.29%
15,266
+109
70
$2.41M 0.28%
50,876
-73,950
71
$2.33M 0.28%
22,265
-693
72
$2.27M 0.27%
+22,520
73
$2.2M 0.26%
39,380
-80
74
$2.17M 0.26%
8,837
+34
75
$2.16M 0.25%
16,079
-172
1 2
3
4 5