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
$1.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$6.7M
3
+$4.72M
4
AVGO icon
Broadcom
AVGO
+$4.12M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.04M

Top Sells

1
+$13.3M
2
+$6.1M
3
+$4.36M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.11M
5
WMT icon
Walmart
WMT
+$3.87M

Sector Composition

1 Technology 28.08%
2 Healthcare 17.75%
3 Financials 14.14%
4 Industrials 9.94%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.21%
16,670
+14,898
77
$2.72M 0.21%
10,799
78
$2.48M 0.19%
9,452
-12,803
79
$2.39M 0.18%
7,671
+738
80
$2.36M 0.18%
92,500
-500
81
$2.35M 0.18%
84,723
-30,263
82
$2.27M 0.17%
6,727
-3,265
83
$2.14M 0.16%
+18,340
84
$2M 0.15%
23,714
-30
85
$1.99M 0.15%
39,481
-500
86
$1.89M 0.14%
+30,635
87
$1.83M 0.14%
6,966
+360
88
$1.83M 0.14%
20,399
-728
89
$1.73M 0.13%
+10,977
90
$1.7M 0.13%
+11,812
91
$1.68M 0.13%
11,511
+6,910
92
$1.65M 0.13%
6,707
-20
93
$1.59M 0.12%
14,676
-1,146
94
$1.59M 0.12%
32,000
95
$1.55M 0.12%
6,721
-1,915
96
$1.54M 0.12%
4,345
-24
97
$1.51M 0.11%
25,576
+176
98
$1.41M 0.11%
17,031
-31,568
99
$1.34M 0.1%
3,555
100
$1.32M 0.1%
6,102
+17
2 3
4
5 6