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
$847M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.64M
3
+$8.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M
5
BSX icon
Boston Scientific
BSX
+$5.71M

Top Sells

1
+$19.1M
2
+$5.38M
3
+$4.67M
4
LMT icon
Lockheed Martin
LMT
+$4.67M
5
JPM icon
JPMorgan Chase
JPM
+$4.57M

Sector Composition

1 Financials 20.96%
2 Technology 15.64%
3 Industrials 14.66%
4 Healthcare 11.42%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$629K 0.07%
1,087
-20
127
$623K 0.07%
8,507
-2,158
128
$613K 0.07%
3,239
-53
129
$589K 0.07%
8,619
-155
130
$586K 0.07%
5,654
-92
131
$582K 0.07%
14,935
132
$576K 0.07%
5,363
-106
133
$571K 0.07%
14,676
-260
134
$567K 0.07%
21,308
135
$559K 0.07%
8,088
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136
$555K 0.07%
1,800
137
$554K 0.07%
2,979
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138
$548K 0.06%
3,518
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139
$539K 0.06%
7,018
+187
140
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10,331
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141
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6,293
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142
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143
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144
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4,265
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145
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146
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14,995
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147
$495K 0.06%
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148
$489K 0.06%
3,790
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149
$485K 0.06%
1,775
150
$478K 0.06%
6,924
4 5
6
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