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
$828M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.02M
3
+$6.46M
4
PANW icon
Palo Alto Networks
PANW
+$5.97M
5
FDX icon
FedEx
FDX
+$4.79M

Top Sells

1
+$13.2M
2
+$10.1M
3
+$9.77M
4
C icon
Citigroup
C
+$9.44M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$6.67M

Sector Composition

1 Financials 21.28%
2 Industrials 18.3%
3 Technology 14.63%
4 Healthcare 9.31%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.23%
13,976
-675
77
$1.88M 0.23%
8,803
-58
78
$1.88M 0.23%
12,405
-5,544
79
$1.84M 0.22%
16,251
+39
80
$1.84M 0.22%
38,447
+2,268
81
$1.83M 0.22%
9,562
+2,562
82
$1.82M 0.22%
36,069
-9,170
83
$1.67M 0.2%
+66,059
84
$1.6M 0.19%
14,648
+1,000
85
$1.52M 0.18%
45,091
+1,971
86
$1.41M 0.17%
9,160
+135
87
$1.38M 0.17%
27,320
-782
88
$1.23M 0.15%
15,837
-53
89
$1.19M 0.14%
4,946
90
$1.17M 0.14%
10,985
-700
91
$1.16M 0.14%
18,370
+1,486
92
$1.11M 0.13%
41,311
+1,355
93
$1.1M 0.13%
10,439
+170
94
$1.03M 0.12%
+6,870
95
$1.01M 0.12%
15,200
+200
96
$995K 0.12%
19,060
-82,905
97
$987K 0.12%
5,352
+7
98
$961K 0.12%
19,454
99
$941K 0.11%
23,370
100
$930K 0.11%
6,852
-187
2 3
4
5 6