MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$738K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$16M
4
UNP icon
Union Pacific
UNP
+$15M
5
AAPL icon
Apple
AAPL
+$13.3M

Top Sells

1
+$13.1M
2
+$10M
3
+$8.68M
4
NFLX icon
Netflix
NFLX
+$8.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.04M

Sector Composition

1 Industrials 15.45%
2 Consumer Discretionary 10.75%
3 Communication Services 9.89%
4 Healthcare 9.65%
5 Technology 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.02%
18,788
152
$15K ﹤0.01%
+1,450
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-8,070
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159
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-53,975
4 5 6
7
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