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
$1.49B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$11M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.72M
5
AMZN icon
Amazon
AMZN
+$5.71M

Top Sells

1
+$10.7M
2
+$5.85M
3
+$5.13M
4
XOM icon
Exxon Mobil
XOM
+$4.98M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.72M

Sector Composition

1 Technology 29.14%
2 Healthcare 18.83%
3 Financials 14.05%
4 Industrials 10.23%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.21%
+22,428
77
$3.04M 0.2%
26,123
-42,806
78
$3.03M 0.2%
3,121
+2,626
79
$2.93M 0.2%
105,199
+12,699
80
$2.92M 0.2%
10,799
81
$2.74M 0.18%
50,469
-197,747
82
$2.54M 0.17%
9,452
83
$2.37M 0.16%
30,749
-8,129
84
$2.3M 0.15%
23,557
-157
85
$2.16M 0.15%
4,457
+112
86
$1.97M 0.13%
39,401
-80
87
$1.9M 0.13%
32,992
+992
88
$1.85M 0.12%
12,112
+300
89
$1.8M 0.12%
6,803
90
$1.66M 0.11%
6,631
-90
91
$1.63M 0.11%
6,640
-67
92
$1.59M 0.11%
1,561
93
$1.59M 0.11%
6,109
+7
94
$1.5M 0.1%
2,693
+3
95
$1.48M 0.1%
14,880
-5,519
96
$1.44M 0.1%
7,509
+10
97
$1.41M 0.09%
3,534
-21
98
$1.4M 0.09%
2,521
99
$1.38M 0.09%
15,000
100
$1.38M 0.09%
14,676
2 3
4
5 6