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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.1M
3
+$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1
+$15.1M
2
+$14M
3
+$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.11%
795
-18
102
$1.14M 0.1%
1,604
103
$1.12M 0.1%
4,000
104
$1.12M 0.1%
2,529
105
$1.09M 0.1%
+4,484
106
$1M 0.09%
15,000
-20,595
107
$994K 0.09%
5,580
+253
108
$972K 0.09%
7,537
-172
109
$939K 0.09%
+5,230
110
$909K 0.08%
9,173
+179
111
$901K 0.08%
16,735
-30,135
112
$886K 0.08%
6,920
113
$878K 0.08%
13,378
114
$869K 0.08%
6,101
-132
115
$864K 0.08%
1,555
116
$855K 0.08%
5,636
-20
117
$853K 0.08%
4,896
-145
118
$823K 0.08%
16,850
119
$818K 0.07%
8,522
120
$812K 0.07%
+7,850
121
$790K 0.07%
2,717
-57
122
$781K 0.07%
17,091
123
$739K 0.07%
3,409
-73
124
$732K 0.07%
5,521
-5
125
$721K 0.07%
+12,330
3 4
5
6 7