MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.4M
3
+$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.6M

Top Sells

1
+$20.2M
2
+$17.2M
3
+$10.4M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.35M

Sector Composition

1 Industrials 20.12%
2 Financials 18.61%
3 Healthcare 9.31%
4 Energy 7.74%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.27%
+38,670
77
$1.87M 0.27%
+10,820
78
$1.74M 0.25%
56,364
-969
79
$1.63M 0.23%
19,378
-137
80
$1.51M 0.22%
11,375
-20,160
81
$1.5M 0.22%
36,283
-985
82
$1.49M 0.21%
11,657
+578
83
$1.41M 0.2%
33,579
+15,076
84
$1.37M 0.2%
58,915
-114,220
85
$1.1M 0.16%
10,839
-20,059
86
$1.06M 0.15%
5,366
+20
87
$1.06M 0.15%
18,098
-77
88
$1.03M 0.15%
13,984
-5,233
89
$1.01M 0.14%
17,441
-42
90
$998K 0.14%
15,834
+1,455
91
$937K 0.13%
+15,481
92
$924K 0.13%
10,995
-120
93
$888K 0.13%
11,899
+3,444
94
$873K 0.13%
7,862
-1,097
95
$782K 0.11%
70,430
+1,430
96
$777K 0.11%
6,735
+470
97
$774K 0.11%
7,374
-17,218
98
$684K 0.1%
+8,680
99
$682K 0.1%
+21,670
100
$681K 0.1%
10,815
-70,062
2 3
4
5 6