MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$4.07M
4
SHW icon
Sherwin-Williams
SHW
+$4.06M
5
CYBR icon
CyberArk
CYBR
+$4.06M

Top Sells

1
+$15.4M
2
+$7.48M
3
+$6.71M
4
V icon
Visa
V
+$5.65M
5
ICE icon
Intercontinental Exchange
ICE
+$5.05M

Sector Composition

1 Technology 28.74%
2 Financials 16.79%
3 Healthcare 14.32%
4 Industrials 10.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.25M 0.19%
7,666
+6,900
77
$3.11M 0.18%
+16,497
78
$2.99M 0.17%
37,793
-9,878
79
$2.94M 0.17%
10,299
-500
80
$2.89M 0.17%
38,549
+3,540
81
$2.78M 0.16%
+26,415
82
$2.74M 0.16%
48,810
+18,364
83
$2.68M 0.15%
8,979
-18
84
$2.68M 0.15%
3,628
-1,552
85
$2.67M 0.15%
105,241
+42
86
$2.57M 0.15%
36,993
+282
87
$2.16M 0.12%
5,710
-22
88
$2.13M 0.12%
81,838
+22,611
89
$1.89M 0.11%
2,699
-7
90
$1.85M 0.11%
7,514
-28
91
$1.81M 0.1%
7,323
+27
92
$1.71M 0.1%
7,348
-501
93
$1.7M 0.1%
9,329
-141
94
$1.64M 0.09%
1,572
+1
95
$1.63M 0.09%
5,970
-16,092
96
$1.53M 0.09%
2,700
97
$1.53M 0.09%
3,466
98
$1.47M 0.08%
15,000
+2,150
99
$1.46M 0.08%
14,210
+665
100
$1.39M 0.08%
+15,892
2 3
4
5 6