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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$13.1M
3 +$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1 +$15.1M
2 +$14M
3 +$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$714K 0.07%
5,094
-115
127
$705K 0.06%
14,580
128
$689K 0.06%
14,269
-318
129
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5,256
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130
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131
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14,262
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132
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8,348
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133
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1,377
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134
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14,680
135
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6,148
136
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137
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4,770
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138
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17,517
139
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140
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14,962
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141
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+1,606
142
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146
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147
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148
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4,521
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149
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150
$498K 0.05%
4,143
-15,321