MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$4.07M
4
SHW icon
Sherwin-Williams
SHW
+$4.06M
5
CYBR icon
CyberArk
CYBR
+$4.06M

Top Sells

1
+$15.4M
2
+$7.48M
3
+$6.71M
4
V icon
Visa
V
+$5.65M
5
ICE icon
Intercontinental Exchange
ICE
+$5.05M

Sector Composition

1 Technology 28.74%
2 Financials 16.79%
3 Healthcare 14.32%
4 Industrials 10.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.34%
19,115
-90
52
$5.71M 0.33%
18,518
-31
53
$5.7M 0.33%
8,047
+561
54
$5.48M 0.32%
105,284
-2,700
55
$5.37M 0.31%
17,674
+287
56
$5.24M 0.3%
48,604
-62,247
57
$5.21M 0.3%
16,331
+955
58
$5.19M 0.3%
6,763
59
$5.01M 0.29%
74,238
-2,185
60
$4.5M 0.26%
66,261
+22,286
61
$4.49M 0.26%
11,034
+9,968
62
$4.28M 0.25%
8,400
+3,160
63
$4.25M 0.25%
14,426
+45
64
$4.17M 0.24%
28,289
+119
65
$4.07M 0.23%
+16,215
66
$4.06M 0.23%
7,470
-7,376
67
$3.93M 0.23%
+34,052
68
$3.88M 0.22%
7,231
-11
69
$3.82M 0.22%
3,856
+16
70
$3.75M 0.22%
41,905
+2,280
71
$3.69M 0.21%
85,093
+103
72
$3.62M 0.21%
34,235
+218
73
$3.35M 0.19%
15,155
+9,061
74
$3.34M 0.19%
34,747
-28
75
$3.27M 0.19%
33,133
+85
1 2
3
4 5