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
$1.24B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.23M
3
+$4.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.36M
5
AMZN icon
Amazon
AMZN
+$4.35M

Top Sells

1
+$13.4M
2
+$8.93M
3
+$5.4M
4
GD icon
General Dynamics
GD
+$4.17M
5
DD icon
DuPont de Nemours
DD
+$4.08M

Sector Composition

1 Technology 27.92%
2 Healthcare 19.64%
3 Financials 12.78%
4 Industrials 9.86%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5M 0.4%
19,112
+17,445
52
$4.81M 0.39%
63,617
+45,917
53
$4.77M 0.39%
48,704
-21,383
54
$4.58M 0.37%
21,683
+16,712
55
$4.35M 0.35%
9,055
+3
56
$4.31M 0.35%
+69,600
57
$4.12M 0.33%
5,682
+18
58
$4.1M 0.33%
18,640
-11
59
$4.04M 0.33%
55,328
+3,030
60
$3.96M 0.32%
17,984
+124
61
$3.96M 0.32%
19,325
-560
62
$3.7M 0.3%
7,702
-425
63
$3.62M 0.29%
7,208
-830
64
$3.6M 0.29%
48,572
-2,502
65
$3.5M 0.28%
+21,827
66
$3.2M 0.26%
+49,610
67
$3.18M 0.26%
10,315
+968
68
$3.17M 0.26%
31,661
69
$3.12M 0.25%
6,390
+323
70
$3.12M 0.25%
+21,220
71
$3.02M 0.24%
34,441
72
$2.97M 0.24%
56,625
+42,513
73
$2.63M 0.21%
9,978
+8,844
74
$2.62M 0.21%
10,799
75
$2.56M 0.21%
69,858
-243,388
1 2
3
4 5