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
$896M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.1M
3
+$8.41M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
TXN icon
Texas Instruments
TXN
+$6.54M

Top Sells

1
+$19.6M
2
+$11.2M
3
+$9.82M
4
CYBR icon
CyberArk
CYBR
+$8.21M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 17.97%
2 Financials 16.87%
3 Healthcare 14.71%
4 Industrials 10.06%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$553K 0.06%
14,623
+83
127
$541K 0.06%
1,040
128
$536K 0.06%
7,364
+37
129
$534K 0.06%
2,955
+19
130
$534K 0.06%
10,000
131
$530K 0.06%
1,775
132
$529K 0.06%
4,088
+21
133
$520K 0.06%
4,059
134
$517K 0.06%
10,021
+68
135
$514K 0.06%
3,511
+34
136
$508K 0.06%
6,265
137
$496K 0.06%
1,853
-204
138
$489K 0.05%
5,430
-9,910
139
$468K 0.05%
6,372
140
$461K 0.05%
1,550
-250
141
$459K 0.05%
6,924
142
$427K 0.05%
8,552
143
$422K 0.05%
5,324
-14
144
$415K 0.05%
4,360
-33
145
$411K 0.05%
+5,580
146
$389K 0.04%
2,500
147
$388K 0.04%
6,843
+45
148
$385K 0.04%
4,428
+130
149
$382K 0.04%
18,529
150
$375K 0.04%
2,672
-221
4 5
6
7 8