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
$896M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.1M
3
+$8.41M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
TXN icon
Texas Instruments
TXN
+$6.54M

Top Sells

1
+$19.6M
2
+$11.2M
3
+$9.82M
4
CYBR icon
CyberArk
CYBR
+$8.21M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 17.97%
2 Financials 16.87%
3 Healthcare 14.71%
4 Industrials 10.06%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.68%
46,939
+23,946
52
$5.74M 0.64%
71,500
-62,695
53
$5.53M 0.62%
+123,535
54
$5.19M 0.58%
194,170
+12,740
55
$5.16M 0.58%
32,440
+8,425
56
$5.11M 0.57%
24,499
+20,475
57
$5.1M 0.57%
23,045
-4,140
58
$4.84M 0.54%
27,171
+320
59
$4.81M 0.54%
98,493
+85,143
60
$4.67M 0.52%
45,127
+37
61
$4.37M 0.49%
32,924
+84
62
$4.06M 0.45%
39,623
+19,829
63
$3.4M 0.38%
73,988
+29,886
64
$3.35M 0.37%
18,597
-21,252
65
$3.16M 0.35%
52,343
+14,893
66
$3.15M 0.35%
+18,505
67
$2.96M 0.33%
48,600
+2,000
68
$2.94M 0.33%
123,101
-10,299
69
$2.8M 0.31%
159,315
-12,000
70
$2.69M 0.3%
13,873
+95
71
$2.63M 0.29%
16,269
-230
72
$2.32M 0.26%
12,039
73
$2.22M 0.25%
29,449
-6,107
74
$2.13M 0.24%
15,518
75
$2.07M 0.23%
29,305
-30
1 2
3
4 5