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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.1M
3
+$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1
+$15.1M
2
+$14M
3
+$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.43%
96,582
+694
52
$4.64M 0.42%
31,008
-175
53
$4.58M 0.42%
51,641
-769
54
$4.57M 0.42%
53,286
+48,395
55
$4.55M 0.42%
26,257
-30
56
$4.54M 0.42%
18,289
+380
57
$4.5M 0.41%
+48,485
58
$4.47M 0.41%
18,700
-90
59
$4.39M 0.4%
+69,366
60
$4.14M 0.38%
34,645
-35
61
$3.9M 0.36%
+56,868
62
$3.84M 0.35%
+30,775
63
$3.51M 0.32%
+8,132
64
$3.51M 0.32%
13,354
+11,675
65
$3.45M 0.32%
31,306
+455
66
$3.44M 0.31%
51,574
+866
67
$3.37M 0.31%
17,637
+2,460
68
$3.27M 0.3%
8,023
-101
69
$3.11M 0.28%
+29,530
70
$3.08M 0.28%
4,269
-5
71
$3.06M 0.28%
+181,520
72
$2.92M 0.27%
+27,940
73
$2.59M 0.24%
+90,400
74
$2.59M 0.24%
+25,925
75
$2.56M 0.23%
31,307
+22,061
1 2
3
4 5