MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$780K 0.05%
11,520
127
$773K 0.05%
605
128
$764K 0.05%
3,347
-52
129
$759K 0.05%
16,672
-115
130
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1,495
-105
131
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10,472
-216
132
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6,683
133
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4,590
134
$715K 0.05%
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135
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837
136
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137
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6,184
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138
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139
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2,693
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140
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7,902
141
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20,491
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142
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143
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144
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145
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146
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147
$537K 0.04%
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148
$527K 0.03%
6,002
149
$519K 0.03%
3,480
150
$508K 0.03%
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4 5
6
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