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
$1.24B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.23M
3
+$4.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.36M
5
AMZN icon
Amazon
AMZN
+$4.35M

Top Sells

1
+$13.4M
2
+$8.93M
3
+$5.4M
4
GD icon
General Dynamics
GD
+$4.17M
5
DD icon
DuPont de Nemours
DD
+$4.08M

Sector Composition

1 Technology 27.92%
2 Healthcare 19.64%
3 Financials 12.78%
4 Industrials 9.86%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.2%
11,764
-26
77
$2.35M 0.19%
93,000
78
$2.3M 0.19%
5,376
+4,637
79
$2.29M 0.18%
13,620
+1,506
80
$2.07M 0.17%
39,947
-339
81
$1.93M 0.16%
21,641
-357
82
$1.92M 0.15%
+9,973
83
$1.91M 0.15%
7,622
+19
84
$1.9M 0.15%
21,335
+1,805
85
$1.86M 0.15%
8,732
-31
86
$1.74M 0.14%
15,780
-295
87
$1.46M 0.12%
11,505
88
$1.36M 0.11%
6,650
-24
89
$1.36M 0.11%
32,000
90
$1.23M 0.1%
1,555
91
$1.22M 0.1%
3,555
92
$1.22M 0.1%
2,545
+16
93
$1.2M 0.1%
4,172
-19
94
$1.2M 0.1%
6,087
-77
95
$1.19M 0.1%
3,220
-515
96
$1.17M 0.09%
4,000
97
$1.15M 0.09%
7,505
-92
98
$1.13M 0.09%
19,020
+618
99
$1.12M 0.09%
+6,332
100
$1.05M 0.08%
2,694
-47
2 3
4
5 6