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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.17%
23,606
-6
77
$2.69M 0.16%
105,199
78
$2.45M 0.15%
5,504
-289
79
$2.38M 0.15%
10,225
+880
80
$2.3M 0.14%
33,048
81
$2.17M 0.13%
36,673
-2,013
82
$1.97M 0.12%
21,307
+16,397
83
$1.94M 0.12%
6,141
+32
84
$1.87M 0.11%
15,515
-27,807
85
$1.85M 0.11%
7,296
-255
86
$1.79M 0.11%
7,920
-707
87
$1.72M 0.11%
2,709
+16
88
$1.67M 0.1%
5,006
89
$1.65M 0.1%
1,569
90
$1.53M 0.09%
2,681
+160
91
$1.52M 0.09%
7,542
+33
92
$1.49M 0.09%
8,484
+956
93
$1.47M 0.09%
3,466
-68
94
$1.42M 0.09%
13,545
+76
95
$1.4M 0.09%
6,144
96
$1.37M 0.08%
5,980
-390
97
$1.37M 0.08%
51,700
-31,453
98
$1.37M 0.08%
15,000
99
$1.31M 0.08%
1,278
100
$1.26M 0.08%
13,903
+121
2 3
4
5 6