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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.31%
17,723
-586
77
$2.06M 0.29%
+49,580
78
$2.06M 0.29%
24,736
-1,515
79
$1.99M 0.28%
17,312
+281
80
$1.97M 0.28%
28,580
-3,735
81
$1.78M 0.25%
42,171
-804
82
$1.78M 0.25%
49,192
-2,036
83
$1.75M 0.25%
18,665
-2,530
84
$1.65M 0.23%
+25,153
85
$1.64M 0.23%
64,713
-9,051
86
$1.53M 0.22%
+20,146
87
$1.5M 0.21%
8,434
88
$1.4M 0.2%
16,801
-19,253
89
$1.33M 0.19%
55,979
-20,259
90
$1.3M 0.19%
38,701
+107
91
$1.26M 0.18%
+29,048
92
$1.24M 0.18%
26,530
93
$1.24M 0.18%
30,323
+20,609
94
$1.18M 0.17%
43,997
+34,872
95
$1.14M 0.16%
+26,889
96
$1.11M 0.16%
12,627
-15,123
97
$1.1M 0.16%
+23,370
98
$1.08M 0.15%
11,915
-182
99
$1.04M 0.15%
46,367
-4,998
100
$946K 0.13%
+13,111
2 3
4
5 6