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
$828M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.02M
3
+$6.46M
4
PANW icon
Palo Alto Networks
PANW
+$5.97M
5
FDX icon
FedEx
FDX
+$4.79M

Top Sells

1
+$13.2M
2
+$10.1M
3
+$9.77M
4
C icon
Citigroup
C
+$9.44M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$6.67M

Sector Composition

1 Financials 21.28%
2 Industrials 18.3%
3 Technology 14.63%
4 Healthcare 9.31%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.07%
21,308
-49
127
$581K 0.07%
8,774
-102
128
$571K 0.07%
14,936
-194
129
$566K 0.07%
10,549
-147
130
$565K 0.07%
3,036
-39
131
$565K 0.07%
3,292
-39
132
$563K 0.07%
1,906
-14
133
$560K 0.07%
14,935
134
$546K 0.07%
8,000
135
$525K 0.06%
49,984
-9,070
136
$524K 0.06%
15,261
-179
137
$520K 0.06%
10,000
138
$517K 0.06%
10,856
-127
139
$516K 0.06%
10,242
-152
140
$514K 0.06%
+4,065
141
$508K 0.06%
1,800
142
$508K 0.06%
12,452
143
$506K 0.06%
5,140
-70
144
$497K 0.06%
5,840
-100
145
$494K 0.06%
5,687
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146
$477K 0.06%
6,831
+986
147
$476K 0.06%
3,086
148
$475K 0.06%
8,197
-71
149
$471K 0.06%
1,775
150
$470K 0.06%
3,789
4 5
6
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