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
$873M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$10.1M
4
HQY icon
HealthEquity
HQY
+$7.99M
5
BABA icon
Alibaba
BABA
+$7.91M

Top Sells

1
+$8.66M
2
+$6.97M
3
+$6.2M
4
MRK icon
Merck
MRK
+$5.81M
5
BSX icon
Boston Scientific
BSX
+$5.67M

Sector Composition

1 Technology 19.37%
2 Financials 18.7%
3 Healthcare 14.12%
4 Industrials 10.57%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.22%
12,665
+160
77
$1.93M 0.22%
20,227
-320
78
$1.9M 0.22%
+24,696
79
$1.9M 0.22%
15,463
+25
80
$1.88M 0.22%
+22,755
81
$1.77M 0.2%
11,191
-12
82
$1.55M 0.18%
8,793
+18
83
$1.54M 0.18%
8,859
-20,366
84
$1.5M 0.17%
26,146
-1,466
85
$1.48M 0.17%
27,594
+153
86
$1.31M 0.15%
15,529
+329
87
$1.3M 0.15%
15,766
+154
88
$1.27M 0.15%
4,896
+15
89
$1.21M 0.14%
10,825
90
$1.04M 0.12%
17,958
91
$1.03M 0.12%
8,623
92
$985K 0.11%
5,000
-28,195
93
$979K 0.11%
20,320
-7,000
94
$955K 0.11%
8,843
+1,433
95
$903K 0.1%
2,590
+866
96
$899K 0.1%
3,335
-4,929
97
$886K 0.1%
37,415
-637
98
$872K 0.1%
5,552
+25
99
$871K 0.1%
4,000
100
$825K 0.09%
5,702
+348
2 3
4
5 6