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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.05%
9,810
-347
152
$320K 0.05%
4,620
153
$320K 0.05%
4,200
-50,380
154
$320K 0.05%
2,453
-19,491
155
$320K 0.05%
11,175
156
$311K 0.04%
6,916
+279
157
$311K 0.04%
+11,745
158
$306K 0.04%
5,484
-337
159
$305K 0.04%
5,704
160
$302K 0.04%
+8,957
161
$301K 0.04%
1,455
162
$301K 0.04%
4,196
-209
163
$301K 0.04%
19,829
-736
164
$292K 0.04%
+4,496
165
$290K 0.04%
5,699
-244
166
$283K 0.04%
20,362
-949
167
$278K 0.04%
2,106
-80
168
$257K 0.04%
3,159
-500
169
$255K 0.04%
9,592
170
$253K 0.04%
3,577
-154
171
$240K 0.03%
4,500
172
$240K 0.03%
+3,800
173
$232K 0.03%
2,714
+143
174
$220K 0.03%
4,567
175
$215K 0.03%
5,360
-1,696
5 6
7
8 9