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MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.9B
1-Year Est. Return
27.82%
This Fund
S&P 500
This Quarter
Est. Return
+3.8%
1 Year Est. Return
+27.82%
3 Year Est. Return
+128.03%
5 Year Est. Return
+198.12%
10 Year Est. Return
+974.77%
AUM
$572M
AUM Growth
–
Cap. Flow
+$569M
Cap. Flow
% of AUM
99.56%
Top 10 Holdings %
Top 10 Hldgs %
25.13%
Holding
162
New
162
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$17.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$16.5M |
| 3 |
Sanofi
SNY
|
+$16.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$16.1M |
| 5 |
American International
AIG
|
+$14.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 22.59% |
| 2 | Healthcare | 13.93% |
| 3 | Energy | 12.36% |
| 4 | Industrials | 10.11% |
| 5 | Consumer Discretionary | 9.9% |
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Moody Lynn & Lieberson's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Moody Lynn & Lieberson, which disclosed 162 positions worth $572M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Chevron: 143,919 shares worth $17M.
By sector, the portfolio is most concentrated in Financials at 23% of assets, followed by Healthcare and Energy.
- Moody Lynn & Lieberson's largest Q2 2013 buy was Chevron: 143,919 shares worth $17M.
- Moody Lynn & Lieberson's ten largest holdings make up 25% of its $572M portfolio in Q2 2013.
- Moody Lynn & Lieberson disclosed 162 positions in Q2 2013, its first 13F filing on record.
Based on Moody Lynn & Lieberson's 13F filing for Q2 2013, filed 30 Jul 2013.