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
$572M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$16.8M
3 +$16.3M
4
SNY icon
Sanofi
SNY
+$15.8M
5
AIG icon
American International
AIG
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.59%
2 Healthcare 13.93%
3 Energy 12.36%
4 Industrials 10.11%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$981K 0.17%
+8,800
102
$830K 0.15%
+48,411
103
$767K 0.13%
+10,540
104
$733K 0.13%
+11,080
105
$732K 0.13%
+16,035
106
$669K 0.12%
+12,891
107
$589K 0.1%
+25,500
108
$530K 0.09%
+22,210
109
$478K 0.08%
+7,145
110
$461K 0.08%
+8,112
111
$455K 0.08%
+11,030
112
$445K 0.08%
+4,659
113
$365K 0.06%
+9,714
114
$365K 0.06%
+22,464
115
$346K 0.06%
+11,000
116
$345K 0.06%
+12,875
117
$345K 0.06%
+8,962
118
$336K 0.06%
+5,105
119
$332K 0.06%
+3,919
120
$304K 0.05%
+4,211
121
$304K 0.05%
+3,719
122
$302K 0.05%
+8,476
123
$291K 0.05%
+5,080
124
$289K 0.05%
+5,988
125
$288K 0.05%
+19,348