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
$1.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$6.7M
3
+$4.72M
4
AVGO icon
Broadcom
AVGO
+$4.12M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.04M

Top Sells

1
+$13.3M
2
+$6.1M
3
+$4.36M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.11M
5
WMT icon
Walmart
WMT
+$3.87M

Sector Composition

1 Technology 28.08%
2 Healthcare 17.75%
3 Financials 14.14%
4 Industrials 9.94%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$790K 0.06%
23,449
-1,938
127
$773K 0.06%
1,367
+4
128
$713K 0.05%
14,239
+42
129
$706K 0.05%
1,616
130
$690K 0.05%
1,611
+5
131
$683K 0.05%
5,005
132
$682K 0.05%
16,909
-12
133
$677K 0.05%
3,409
-60
134
$670K 0.05%
6,188
-18
135
$655K 0.05%
10,788
-29,715
136
$649K 0.05%
2,662
+13
137
$614K 0.05%
7,902
138
$613K 0.05%
2,633
+62
139
$612K 0.05%
605
140
$596K 0.05%
4,587
+7
141
$562K 0.04%
3,492
+91
142
$559K 0.04%
847
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143
$549K 0.04%
10,440
-73,716
144
$547K 0.04%
8,948
+30
145
$536K 0.04%
4,764
+14
146
$525K 0.04%
4,521
147
$513K 0.04%
12,342
+34
148
$493K 0.04%
13,324
+59
149
$489K 0.04%
1,023
150
$485K 0.04%
2,975
+14
4 5
6
7 8