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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$927K 0.13%
+18,609
102
$914K 0.13%
8,940
103
$911K 0.13%
+35,300
104
$893K 0.13%
8,427
+1,821
105
$839K 0.12%
8,304
106
$837K 0.12%
20,304
-230
107
$826K 0.12%
47,013
-2,370
108
$826K 0.12%
28,510
109
$817K 0.12%
15,484
+5,498
110
$806K 0.11%
9,930
-40
111
$748K 0.11%
8,565
-172
112
$728K 0.1%
10,014
+95
113
$714K 0.1%
6,200
-322
114
$679K 0.1%
17,894
-80,718
115
$664K 0.09%
5,340
-371
116
$641K 0.09%
3,661
-356
117
$610K 0.09%
6,000
-4,000
118
$609K 0.09%
60,540
+510
119
$590K 0.08%
9,637
-17
120
$582K 0.08%
4,085
-1,000
121
$576K 0.08%
5,718
-182
122
$560K 0.08%
3,119
+21
123
$520K 0.07%
7,605
-14,065
124
$492K 0.07%
3,687
-242
125
$485K 0.07%
9,740
-33,860
3 4
5
6 7