We are live on ! Find out more
MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
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
+$21.7M
2
+$18.8M
3
+$14.7M
4
UNP icon
Union Pacific
UNP
+$14.6M
5
AAPL icon
Apple
AAPL
+$12.2M

Top Sells

1
+$12.6M
2
+$10M
3
+$8.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.04M
5
NFLX icon
Netflix
NFLX
+$7.83M

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
153
– –
-5,002
154
– –
-46,292
155
– –
-4,227
156
– –
-333,998
157
– –
-86,400
158
– –
-60,860
159
– –
-80,050
160
– –
-53,975
161
– –
-1,100
162
– –
-15,289
163
– –
-4,881
164
– –
-22,340
165
– –
-13,661
166
– –
-3,603
167
– –
-82,860
168
– –
-9,229
169
– –
-227,751
170
– –
-14,555
171
– –
-8,693
172
– –
-6,183
173
– –
-8,070
174
– –
-1,850
175
– –
-4,220
4 5 6
7
8