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
$1.04B
AUM Growth
-$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$8.37M
3 +$8.25M
4
NEE icon
NextEra Energy
NEE
+$7.67M
5
A icon
Agilent Technologies
A
+$3.79M

Top Sells

1 +$772M
2 +$97.1M
3 +$5.63M
4
ABBV icon
AbbVie
ABBV
+$5.29M
5
NVDA icon
NVIDIA
NVDA
+$4.46M

Sector Composition

1 Technology 22.88%
2 Healthcare 21.94%
3 Financials 14.33%
4 Industrials 11.1%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$606K 0.06%
5,005
127
$594K 0.06%
1,409
128
$592K 0.06%
14,680
-536
129
$584K 0.06%
12,771
130
$565K 0.05%
9,246
-100
131
$552K 0.05%
6,148
132
$550K 0.05%
6,304
-18
133
$532K 0.05%
17,517
134
$518K 0.05%
14,587
135
$505K 0.05%
8,128
136
$500K 0.05%
5,410
-113
137
$496K 0.05%
11,272
+2,783
138
$494K 0.05%
4,626
139
$491K 0.05%
7,902
140
$464K 0.04%
5,188
141
$462K 0.04%
13,845
142
$441K 0.04%
9,232
143
$438K 0.04%
22,302
144
$436K 0.04%
1,692
-38
145
$431K 0.04%
1,203
146
$430K 0.04%
3,295
147
$427K 0.04%
+2,397
148
$418K 0.04%
4,897
149
$411K 0.04%
2,753
-221
150
$410K 0.04%
10,699