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
$1.49B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$11M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.72M
5
AMZN icon
Amazon
AMZN
+$5.71M

Top Sells

1
+$10.7M
2
+$5.85M
3
+$5.13M
4
XOM icon
Exxon Mobil
XOM
+$4.98M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.72M

Sector Composition

1 Technology 29.14%
2 Healthcare 18.83%
3 Financials 14.05%
4 Industrials 10.23%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.72M 0.38%
+80,163
52
$4.71M 0.32%
24,161
+1,917
53
$4.62M 0.31%
14,405
-5,301
54
$4.6M 0.31%
18,429
-87
55
$4.56M 0.31%
23,857
+7,187
56
$4.54M 0.31%
6,979
-65
57
$4.49M 0.3%
62,537
-42,004
58
$4.45M 0.3%
17,135
+126
59
$4.45M 0.3%
31,740
-1,155
60
$4.4M 0.3%
4,575
+55
61
$4.25M 0.29%
82,355
-370
62
$4.18M 0.28%
8,443
-636
63
$4.13M 0.28%
28,084
-9,058
64
$4.05M 0.27%
26,272
+5,072
65
$3.98M 0.27%
12,781
66
$3.91M 0.26%
7,233
+30
67
$3.73M 0.25%
11,935
-79
68
$3.68M 0.25%
16,155
+14,671
69
$3.64M 0.24%
6,369
70
$3.62M 0.24%
34,730
+3,069
71
$3.39M 0.23%
9,760
+2,089
72
$3.38M 0.23%
8,099
-595
73
$3.35M 0.23%
6,638
-4,627
74
$3.2M 0.22%
4,444
-1,138
75
$3.18M 0.21%
9,184
-1,044
1 2
3
4 5