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
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.09%
5,296
-13,708
102
$1.35M 0.09%
2,521
103
$1.32M 0.09%
8,009
+1,114
104
$1.21M 0.08%
13,469
105
$1.15M 0.08%
4,000
106
$1.13M 0.07%
5,545
+25
107
$1.1M 0.07%
785
108
$1.1M 0.07%
19,208
+208
109
$1.07M 0.07%
1,022
-3,553
110
$1.07M 0.07%
11,592
111
$1.04M 0.07%
13,844
-832
112
$1.03M 0.07%
13,178
113
$1.03M 0.07%
1,304
114
$1.03M 0.07%
5,621
-15
115
$963K 0.06%
9,696
+15
116
$962K 0.06%
7,005
-600
117
$949K 0.06%
8,616
118
$920K 0.06%
4,113
+1,591
119
$907K 0.06%
6,850
120
$893K 0.06%
22,449
-1,000
121
$877K 0.06%
2,667
122
$862K 0.06%
5,911
+906
123
$838K 0.05%
14,313
+48
124
$793K 0.05%
4,079
-10
125
$784K 0.05%
14,262
3 4
5
6 7