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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.1M
3
+$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1
+$15.1M
2
+$14M
3
+$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.55M 0.23%
31,661
77
$2.49M 0.23%
9,347
78
$2.48M 0.23%
7,376
-997
79
$2.42M 0.22%
11,299
-740
80
$2.29M 0.21%
93,000
81
$2.15M 0.2%
21,408
+19,011
82
$2.09M 0.19%
+29,410
83
$2.07M 0.19%
7,794
84
$2.06M 0.19%
8,763
-8,948
85
$2.04M 0.19%
3,729
+2,825
86
$1.92M 0.18%
40,286
+442
87
$1.88M 0.17%
16,097
+305
88
$1.79M 0.16%
22,890
-3,107
89
$1.69M 0.15%
19,480
-282
90
$1.67M 0.15%
7,603
+108
91
$1.67M 0.15%
+6,035
92
$1.52M 0.14%
+6,390
93
$1.51M 0.14%
11,505
94
$1.4M 0.13%
6,774
+36
95
$1.28M 0.12%
6,062
-13,935
96
$1.22M 0.11%
32,000
97
$1.18M 0.11%
20,658
-2,011
98
$1.18M 0.11%
3,555
99
$1.16M 0.11%
38,372
-90,720
100
$1.16M 0.11%
40,270
-71,995
2 3
4
5 6