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
$727K
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$22.6K
2
+$15.7K
3
+$9.31K
4
QCOM icon
Qualcomm
QCOM
+$4.36K
5
HON icon
Honeywell
HON
+$4.2K

Top Sells

1
+$16.2M
2
+$13.6M
3
+$9.81M
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$7.46M
5
PPG icon
PPG Industries
PPG
+$6.06M

Sector Composition

1 Technology 21.29%
2 Healthcare 19.4%
3 Financials 16.35%
4 Consumer Discretionary 8.68%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02K 0.41%
56,120
-3,902
52
$2.82K 0.39%
17,088
-1,563
53
$2.7K 0.37%
24,152
-38,916
54
$2.67K 0.37%
22,212
+6,530
55
$2.63K 0.36%
5,387
-6,557
56
$2.51K 0.34%
18,336
+309
57
$2.46K 0.34%
8,621
+7,797
58
$2.39K 0.33%
9,852
-82
59
$2.24K 0.31%
72,253
+22,413
60
$2.18K 0.3%
8,735
61
$2.17K 0.3%
+32,260
62
$2.13K 0.29%
33,114
-1,319
63
$2.1K 0.29%
21,767
-10,728
64
$2.06K 0.28%
120,000
-33,315
65
$1.9K 0.26%
12,039
66
$1.65K 0.23%
10,127
-48
67
$1.62K 0.22%
41,106
-52,612
68
$1.49K 0.21%
+33,680
69
$1.49K 0.21%
+9,625
70
$1.32K 0.18%
15,957
+330
71
$1.2K 0.17%
+55,230
72
$1.17K 0.16%
10,825
73
$1.11K 0.15%
7,838
-32,442
74
$1.07K 0.15%
4,068
+416
75
$1.02K 0.14%
4,645
-86
1 2
3
4 5