MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.31%
72,014
-27,729
52
$4.63M 0.3%
17,305
+170
53
$4.37M 0.29%
18,327
-102
54
$4.36M 0.29%
28,079
-5
55
$4.35M 0.28%
13,912
+11,070
56
$4.07M 0.27%
7,993
-450
57
$4.03M 0.26%
25,328
-6,412
58
$3.89M 0.25%
12,626
-155
59
$3.8M 0.25%
6,384
+15
60
$3.77M 0.25%
16,269
+114
61
$3.65M 0.24%
8,074
-25
62
$3.6M 0.24%
34,730
63
$3.57M 0.23%
+73,373
64
$3.52M 0.23%
7,233
65
$3.48M 0.23%
11,830
-105
66
$3.44M 0.23%
+17,280
67
$3.24M 0.21%
5,831
-807
68
$3.2M 0.21%
3,127
+6
69
$3.19M 0.21%
27,734
+1,611
70
$2.84M 0.19%
10,799
71
$2.81M 0.18%
105,199
72
$2.78M 0.18%
9,149
-35
73
$2.74M 0.18%
+29,504
74
$2.59M 0.17%
+33,249
75
$2.36M 0.15%
23,539
-18
1 2
3
4 5