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
$1.11B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$5.52M
3 +$4.4M
4
WRB icon
W.R. Berkley
WRB
+$4.12M
5
ASH icon
Ashland
ASH
+$3.81M

Top Sells

1 +$13.6M
2 +$8.59M
3 +$8.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.43M
5
ANET icon
Arista Networks
ANET
+$5.73M

Sector Composition

1 Healthcare 22.69%
2 Technology 20.4%
3 Financials 15.36%
4 Industrials 10.79%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$660K 0.06%
14,580
127
$653K 0.06%
9,346
-700
128
$646K 0.06%
6,148
+2,539
129
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-26,230
130
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131
$610K 0.05%
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132
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133
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134
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135
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17,517
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136
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9,232
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137
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138
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5,188
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139
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7,902
140
$492K 0.04%
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141
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142
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3,295
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144
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145
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146
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147
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8,128
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148
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5,608
149
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10,699
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150
$427K 0.04%
3,107