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
$822M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.63M
3
+$8.61M
4
SYK icon
Stryker
SYK
+$8.29M
5
CELG
Celgene Corp
CELG
+$7.29M

Top Sells

1
+$10.9M
2
+$8.61M
3
+$7.11M
4
MDT icon
Medtronic
MDT
+$6.94M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.76M

Sector Composition

1 Financials 17.54%
2 Industrials 16.65%
3 Healthcare 12.18%
4 Technology 10.71%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.2M 0.27%
14,846
-23,194
77
$2.13M 0.26%
23,470
78
$2.1M 0.26%
15,014
+72
79
$2.08M 0.25%
80,556
-34,410
80
$2.06M 0.25%
13,909
-35
81
$1.97M 0.24%
43,827
+516
82
$1.97M 0.24%
15,761
+10,825
83
$1.94M 0.24%
39,143
-23,906
84
$1.8M 0.22%
+137,370
85
$1.78M 0.22%
16,303
+110
86
$1.74M 0.21%
36,220
+160
87
$1.73M 0.21%
8,816
-121
88
$1.63M 0.2%
55,196
-17,072
89
$1.62M 0.2%
30,303
+1,630
90
$1.53M 0.19%
13,708
-190
91
$1.46M 0.18%
43,169
-54
92
$1.36M 0.17%
+37,880
93
$1.35M 0.16%
40,198
-1,956
94
$1.3M 0.16%
11,247
-711
95
$1.3M 0.16%
11,706
+21
96
$1.3M 0.16%
10,488
-20
97
$1.22M 0.15%
9,025
98
$1.15M 0.14%
46,942
+14,590
99
$1.11M 0.14%
4,966
100
$1.09M 0.13%
7,000
2 3
4
5 6