MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
-3.22%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$1.04B
AUM Growth
+$1.04B
(-6.7%)
Cap. Flow
-$7.01M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
30.61%
Holding
232
New
13
Increased
35
Reduced
92
Closed
16
Top Buys
| 1 |
Uber
UBER
|
$14M |
| 2 |
Atlassian
TEAM
|
$8.37M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$8.25M |
| 4 |
NextEra Energy, Inc.
NEE
|
$7.67M |
| 5 |
Palo Alto Networks
PANW
|
$6.14M |
Top Sells
| 1 |
AstraZeneca
AZN
|
$5.63M |
| 2 |
AbbVie
ABBV
|
$5.29M |
| 3 |
NVIDIA
NVDA
|
$4.46M |
| 4 |
Pfizer
PFE
|
$4.01M |
| 5 |
FMC
FMC
|
$3.98M |
Sector Composition
| 1 | Technology | 22.88% |
| 2 | Healthcare | 21.94% |
| 3 | Financials | 14.33% |
| 4 | Industrials | 11.1% |
| 5 | Consumer Staples | 6.69% |
