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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.06%
5,900
-152
127
$408K 0.06%
4,563
-150
128
$395K 0.05%
7,183
-1,031
129
$390K 0.05%
11,163
-323
130
$388K 0.05%
3,074
-84
131
$387K 0.05%
5,413
-1,022
132
$367K 0.05%
9,714
133
$363K 0.05%
12,374
-363
134
$360K 0.05%
7,128
-115
135
$360K 0.05%
9,110
-261
136
$359K 0.05%
4,017
-75
137
$357K 0.05%
4,989
-152
138
$337K 0.05%
3,295
-106
139
$334K 0.05%
4,405
-134
140
$331K 0.05%
3,211
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141
$329K 0.05%
3,530
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142
$325K 0.04%
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143
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3,834
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144
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9,164
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145
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+8,950
146
$316K 0.04%
7,960
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147
$314K 0.04%
10,129
-168
148
$313K 0.04%
5,631
-31
149
$312K 0.04%
4,200
150
$312K 0.04%
6,699
-163
4 5
6
7 8