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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.07%
4,004
+4
102
$1.2M 0.07%
27,234
-43
103
$1.17M 0.07%
12,655
-1,603
104
$1.16M 0.07%
11,396
-93
105
$1.15M 0.07%
13,353
-400
106
$1.1M 0.07%
4,956
-232
107
$1.09M 0.07%
9,777
+221
108
$1.04M 0.06%
1,654
-3,930
109
$1.04M 0.06%
5,307
-31
110
$1.03M 0.06%
8,495
-150
111
$1.02M 0.06%
13,504
-305
112
$1.01M 0.06%
4,251
+65
113
$1.01M 0.06%
2,725
+25
114
$964K 0.06%
788
+3
115
$924K 0.06%
5,021
+206
116
$907K 0.06%
6,760
117
$901K 0.06%
4,385
118
$894K 0.05%
14,350
+109
119
$883K 0.05%
6,421
-237
120
$880K 0.05%
11,636
-1,242
121
$836K 0.05%
9,892
+210
122
$833K 0.05%
15,924
-726
123
$832K 0.05%
1,545
+60
124
$828K 0.05%
6,683
125
$825K 0.05%
1,375
+7
3 4
5
6 7