MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.15%
+53,167
77
$2.26M 0.15%
4,482
+25
78
$2.23M 0.15%
33,048
+56
79
$2.2M 0.14%
7,387
-2,373
80
$2.19M 0.14%
+64,443
81
$2.15M 0.14%
6,843
+40
82
$1.99M 0.13%
3,033
-3,946
83
$1.97M 0.13%
11,131
-13,030
84
$1.84M 0.12%
38,736
-665
85
$1.79M 0.12%
7,551
-1,901
86
$1.75M 0.11%
+41,850
87
$1.73M 0.11%
11,742
-370
88
$1.73M 0.11%
6,914
-32,952
89
$1.67M 0.11%
6,666
+35
90
$1.6M 0.1%
+7,113
91
$1.57M 0.1%
55,955
+13,248
92
$1.56M 0.1%
11,018
-35,098
93
$1.55M 0.1%
6,109
94
$1.46M 0.1%
7,509
95
$1.42M 0.09%
1,569
+8
96
$1.4M 0.09%
14,530
-350
97
$1.39M 0.09%
6,127
-513
98
$1.38M 0.09%
3,534
99
$1.38M 0.09%
15,000
100
$1.36M 0.09%
2,693
2 3
4
5 6