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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$976K 0.13%
+16,016
102
$969K 0.13%
+39,018
103
$885K 0.12%
8,304
104
$868K 0.12%
50,077
-3,240
105
$824K 0.11%
10,973
-2,027
106
$816K 0.11%
10,470
-40
107
$809K 0.11%
10,189
-1
108
$742K 0.1%
5,360
-3,750
109
$733K 0.1%
8,887
-22
110
$710K 0.1%
6,522
-32
111
$673K 0.09%
23,510
-555
112
$651K 0.09%
7,164
-30,350
113
$650K 0.09%
9,085
-250
114
$604K 0.08%
8,600
-59,232
115
$581K 0.08%
5,706
+95
116
$545K 0.07%
+10,980
117
$540K 0.07%
3,108
-85
118
$511K 0.07%
20,620
-171
119
$500K 0.07%
+18,788
120
$493K 0.07%
10,236
-39
121
$468K 0.06%
3,929
122
$466K 0.06%
9,919
-36
123
$446K 0.06%
8,284
-280
124
$433K 0.06%
60,030
-1,640
125
$431K 0.06%
14,615
-8,390
3 4
5
6 7