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
$1.17B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.37M
3
+$3.11M
4
CCJ icon
Cameco
CCJ
+$3.08M
5
FDX icon
FedEx
FDX
+$3.02M

Top Sells

1
+$6.76M
2
+$4.56M
3
+$4.31M
4
LLY icon
Eli Lilly
LLY
+$4.19M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.96M

Sector Composition

1 Technology 25.99%
2 Healthcare 19.54%
3 Financials 14.75%
4 Industrials 10.23%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.38%
84,156
+27,531
52
$4.47M 0.38%
18,586
-54
53
$4.41M 0.38%
21,870
+8,250
54
$3.91M 0.34%
56,394
+1,066
55
$3.8M 0.33%
17,874
-110
56
$3.73M 0.32%
+48,599
57
$3.59M 0.31%
7,417
-285
58
$3.3M 0.28%
19,686
-1,534
59
$3.26M 0.28%
6,387
-3
60
$3.21M 0.27%
12,401
+2,423
61
$3.15M 0.27%
7,196
-12
62
$3.14M 0.27%
10,228
-87
63
$3.11M 0.27%
+114,986
64
$3.09M 0.26%
30,027
-65,730
65
$3.08M 0.26%
+77,621
66
$3.02M 0.26%
+11,392
67
$2.95M 0.25%
19,082
-2,745
68
$2.92M 0.25%
9,992
-7,301
69
$2.9M 0.25%
31,661
70
$2.9M 0.25%
32,856
-1,585
71
$2.52M 0.22%
93,000
72
$2.51M 0.22%
+5,657
73
$2.44M 0.21%
44,789
-4,821
74
$2.42M 0.21%
+65,961
75
$2.42M 0.21%
10,799
1 2
3
4 5