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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.29%
78,574
-45,227
52
$4.69M 0.29%
7,895
-1,520
53
$4.56M 0.28%
15,357
-592
54
$4.37M 0.27%
26,252
+15,020
55
$4.3M 0.26%
7,504
-395
56
$4.24M 0.26%
24,448
-37,472
57
$4.21M 0.26%
25,234
-94
58
$4.19M 0.26%
27,983
-118
59
$3.91M 0.24%
+45,809
60
$3.77M 0.23%
+44,413
61
$3.64M 0.22%
34,775
+45
62
$3.46M 0.21%
3,773
+20
63
$3.25M 0.2%
+34,412
64
$3.25M 0.2%
6,426
-1,925
65
$3.21M 0.2%
9,124
66
$3.17M 0.19%
+59,764
67
$3.15M 0.19%
6,824
-220
68
$3.11M 0.19%
14,148
+405
69
$3.11M 0.19%
10,799
70
$3.03M 0.19%
6,763
-80
71
$2.99M 0.18%
7,242
+9
72
$2.96M 0.18%
5,047
+33
73
$2.86M 0.18%
8,417
-39
74
$2.84M 0.17%
30,744
+1,261
75
$2.83M 0.17%
+7,003
1 2
3
4 5