MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$14.5M
3 +$10.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.72M
5
C icon
Citigroup
C
+$7.7M

Top Sells

1 +$20.4M
2 +$18.9M
3 +$14.5M
4
UNP icon
Union Pacific
UNP
+$7.96M
5
BA icon
Boeing
BA
+$7.51M

Sector Composition

1 Healthcare 21.32%
2 Financials 20.82%
3 Communication Services 10.39%
4 Consumer Discretionary 9.6%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$404K 0.06%
3,514
+141
127
$394K 0.06%
16,260
+604
128
$392K 0.06%
2,761
+97
129
$388K 0.06%
23,906
-16,943
130
$386K 0.06%
9,864
-20,577
131
$381K 0.06%
4,836
+130
132
$375K 0.06%
6,737
+232
133
$374K 0.06%
8,998
+294
134
$373K 0.06%
4,001
-20,141
135
$373K 0.06%
5,925
+212
136
$368K 0.06%
7,170
+199
137
$367K 0.06%
15,985
+1,520
138
$354K 0.06%
8,730
+270
139
$353K 0.06%
6,335
+1,835
140
$351K 0.06%
+7,406
141
$351K 0.06%
9,545
+337
142
$350K 0.06%
4,553
+287
143
$349K 0.06%
7,115
-301
144
$346K 0.06%
4,741
+171
145
$343K 0.05%
2,708
-871
146
$343K 0.05%
+1,905
147
$343K 0.05%
+7,052
148
$340K 0.05%
+4,550
149
$340K 0.05%
20,988
+841
150
$338K 0.05%
4,359
+30