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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$802K 0.05%
11,190
-540
127
$767K 0.05%
605
128
$760K 0.05%
8,331
+16
129
$748K 0.05%
4,079
130
$735K 0.05%
1,551
+8
131
$731K 0.04%
3,442
+70
132
$719K 0.04%
6,240
+62
133
$715K 0.04%
5,405
-1,600
134
$714K 0.04%
2,739
-580
135
$712K 0.04%
14,354
+92
136
$709K 0.04%
1,999
+18
137
$699K 0.04%
7,902
138
$693K 0.04%
6,902
+62
139
$683K 0.04%
9,019
+54
140
$675K 0.04%
11,542
+2,433
141
$673K 0.04%
2,548
-145
142
$670K 0.04%
2,974
+25
143
$635K 0.04%
2,810
+23
144
$608K 0.04%
12,365
+3
145
$602K 0.04%
1,023
146
$594K 0.04%
10,977
+73
147
$592K 0.04%
3,155
+27
148
$574K 0.04%
10,003
149
$566K 0.03%
6,336
+33
150
$566K 0.03%
4,617
+27
4 5
6
7 8