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
$1.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$6.7M
3
+$4.72M
4
AVGO icon
Broadcom
AVGO
+$4.12M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.04M

Top Sells

1
+$13.3M
2
+$6.1M
3
+$4.36M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.11M
5
WMT icon
Walmart
WMT
+$3.87M

Sector Composition

1 Technology 28.08%
2 Healthcare 17.75%
3 Financials 14.14%
4 Industrials 9.94%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.78M 0.36%
9,079
+2
52
$4.72M 0.36%
+152,368
53
$4.7M 0.36%
64,893
+8,499
54
$4.4M 0.34%
7,044
+3,413
55
$4.31M 0.33%
18,516
-70
56
$4.05M 0.31%
7,432
+15
57
$4.04M 0.31%
+82,725
58
$4.03M 0.31%
17,009
-865
59
$4.02M 0.31%
20,041
+15,070
60
$4M 0.3%
7,203
+7
61
$3.97M 0.3%
4,520
+4,253
62
$3.72M 0.28%
86,291
+8,670
63
$3.59M 0.27%
10,228
64
$3.48M 0.26%
12,781
+7,308
65
$3.35M 0.26%
8,694
+8,074
66
$3.35M 0.26%
32,895
+39
67
$3.28M 0.25%
6,369
+2,869
68
$3.26M 0.25%
+84,710
69
$3.2M 0.24%
5,582
-75
70
$3.1M 0.24%
+12,014
71
$3.1M 0.24%
21,200
-16,044
72
$3.03M 0.23%
38,878
-5,911
73
$3M 0.23%
+25,352
74
$2.99M 0.23%
31,661
75
$2.98M 0.23%
28,219
-25,267
1 2
3
4 5