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
$635M
AUM Growth
-$738K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$16M
4
UNP icon
Union Pacific
UNP
+$15M
5
AAPL icon
Apple
AAPL
+$13.3M

Top Sells

1
+$13.1M
2
+$10M
3
+$8.68M
4
NFLX icon
Netflix
NFLX
+$8.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.04M

Sector Composition

1 Industrials 15.45%
2 Consumer Discretionary 10.75%
3 Communication Services 9.89%
4 Healthcare 9.65%
5 Technology 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$382K 0.06%
+7,968
127
$381K 0.06%
+11,575
128
$380K 0.06%
+1,102
129
$378K 0.06%
+10,480
130
$372K 0.06%
7,519
-144
131
$369K 0.06%
+1,800
132
$367K 0.06%
1,775
133
$364K 0.06%
6,236
134
$363K 0.06%
7,312
-94
135
$362K 0.06%
+7,605
136
$357K 0.06%
+5,750
137
$356K 0.06%
+3,370
138
$344K 0.05%
19,278
-798
139
$335K 0.05%
3,009
-74
140
$331K 0.05%
9,864
141
$330K 0.05%
+3,801
142
$324K 0.05%
4,590
-45
143
$255K 0.04%
11,175
144
$252K 0.04%
1,997
-1,372
145
$238K 0.04%
8,048
-1,644
146
$238K 0.04%
8,800
147
$229K 0.04%
1,040
148
$221K 0.03%
5,283
-184
149
$218K 0.03%
3,440
150
$202K 0.03%
6,397
4 5
6
7 8