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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$479K 0.07%
12,649
-47,309
127
$467K 0.07%
+9,326
128
$444K 0.06%
5,386
-245
129
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-130
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4,410
-153
131
$433K 0.06%
7,974
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132
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133
$396K 0.06%
3,769
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134
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135
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136
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137
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138
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139
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6,876
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140
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141
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20,574
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148
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3,063
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8,340
-354
150
$324K 0.05%
9,064
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4 5
6
7 8