MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$4.07M
4
SHW icon
Sherwin-Williams
SHW
+$4.06M
5
CYBR icon
CyberArk
CYBR
+$4.06M

Top Sells

1
+$15.4M
2
+$7.48M
3
+$6.71M
4
V icon
Visa
V
+$5.65M
5
ICE icon
Intercontinental Exchange
ICE
+$5.05M

Sector Composition

1 Technology 28.74%
2 Financials 16.79%
3 Healthcare 14.32%
4 Industrials 10.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.08%
4,230
+60
102
$1.36M 0.08%
5,892
-283
103
$1.35M 0.08%
1,285
+7
104
$1.32M 0.08%
1,672
+15
105
$1.26M 0.07%
4,628
-368
106
$1.26M 0.07%
5,179
+113
107
$1.22M 0.07%
9,833
+77
108
$1.19M 0.07%
25,185
+273
109
$1.18M 0.07%
2,705
-20
110
$1.18M 0.07%
4,005
+5
111
$1.17M 0.07%
+26,401
112
$1.14M 0.07%
11,475
-17
113
$1.13M 0.07%
15,010
+10
114
$1.12M 0.06%
12,226
-19,183
115
$1.09M 0.06%
5,307
116
$1.07M 0.06%
9,690
-1,706
117
$1.06M 0.06%
8,601
+91
118
$1.01M 0.06%
4,673
-457
119
$978K 0.06%
6,600
+23
120
$969K 0.06%
13,195
+818
121
$954K 0.06%
2,467
-30
122
$939K 0.05%
1,923
-11
123
$932K 0.05%
15,891
+48
124
$926K 0.05%
609
+4
125
$903K 0.05%
1,127
+535
3 4
5
6 7