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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.55M 0.35%
84,406
-1,240
77
$2.5M 0.34%
40,194
-84
78
$2.39M 0.33%
84,949
-23,224
79
$2.2M 0.3%
21,842
-68
80
$2.1M 0.29%
50,198
-514
81
$2.08M 0.29%
25,713
-270
82
$2.07M 0.28%
40,266
-430
83
$2.04M 0.28%
52,204
-318
84
$2.04M 0.28%
76,231
+976
85
$2.01M 0.28%
+17,480
86
$1.87M 0.26%
44,100
-391
87
$1.86M 0.26%
26,762
-61,993
88
$1.86M 0.26%
63,036
-61,071
89
$1.74M 0.24%
35,932
-5,273
90
$1.72M 0.24%
+13,480
91
$1.68M 0.23%
+57,899
92
$1.54M 0.21%
25,245
+18,815
93
$1.44M 0.2%
27,530
94
$1.42M 0.19%
8,434
+112
95
$1.3M 0.18%
5,841
-26,047
96
$1.26M 0.17%
21,658
-169
97
$1.09M 0.15%
10,570
98
$1.07M 0.15%
11,910
-29,354
99
$1.04M 0.14%
13,270
-74,087
100
$1.03M 0.14%
5,232
-27
2 3
4
5 6