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
$728M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.08M
3
+$9.05M
4
HES
Hess
HES
+$8.25M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$8.23M

Top Sells

1
+$13.3M
2
+$9.09M
3
+$9.01M
4
EMR icon
Emerson Electric
EMR
+$8.69M
5
FCX icon
Freeport-McMoran
FCX
+$8.62M

Sector Composition

1 Financials 15.05%
2 Healthcare 13.33%
3 Energy 13.19%
4 Industrials 11.6%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$312K 0.04%
20,565
-492
152
$311K 0.04%
5,821
-148
153
$310K 0.04%
6,340
+40
154
$305K 0.04%
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-627
155
$298K 0.04%
9,491
-198
156
$296K 0.04%
5,943
-419
157
$296K 0.04%
3,731
-105
158
$289K 0.04%
+7,559
159
$287K 0.04%
1,455
160
$284K 0.04%
+4,335
161
$284K 0.04%
+3,025
162
$280K 0.04%
11,175
163
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2,186
-49
164
$278K 0.04%
2,353
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165
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6,637
166
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167
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168
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169
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3,147
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170
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5,905
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171
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4,175
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172
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10,157
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173
$249K 0.03%
23,465
174
$246K 0.03%
9,592
175
$246K 0.03%
2,831
-87
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