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
$1.62B
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.39M
3
+$6.62M
4
ICE icon
Intercontinental Exchange
ICE
+$5.84M
5
ABBV icon
AbbVie
ABBV
+$5.1M

Top Sells

1
+$12.1M
2
+$10.1M
3
+$6.36M
4
MRK icon
Merck
MRK
+$6.32M
5
CVX icon
Chevron
CVX
+$6.28M

Sector Composition

1 Technology 27.53%
2 Healthcare 17.8%
3 Financials 14.28%
4 Industrials 9.95%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.06M 0.31%
28,101
+22
52
$5.03M 0.31%
18,160
-167
53
$4.88M 0.3%
8,351
+358
54
$4.88M 0.3%
17,239
-66
55
$4.78M 0.29%
25,328
56
$4.65M 0.29%
116,724
+52,281
57
$4.33M 0.27%
15,949
-320
58
$4.2M 0.26%
78,603
+36,753
59
$3.91M 0.24%
7,899
-175
60
$3.9M 0.24%
48,473
+45,273
61
$3.76M 0.23%
9,415
-2,415
62
$3.65M 0.23%
7,233
63
$3.64M 0.22%
34,730
64
$3.56M 0.22%
71,300
-2,073
65
$3.47M 0.21%
5,584
+2,551
66
$3.33M 0.21%
3,753
+2,916
67
$3.23M 0.2%
8,456
+1,069
68
$3.23M 0.2%
9,124
-25
69
$3.17M 0.2%
+7,044
70
$3.07M 0.19%
10,799
71
$3.04M 0.19%
+33,405
72
$3.04M 0.19%
13,743
+11,407
73
$3M 0.18%
5,793
-38
74
$2.95M 0.18%
+12,885
75
$2.91M 0.18%
29,499
-5
1 2
3
4 5