MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$16.4M
3 +$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.6M

Top Sells

1 +$20.2M
2 +$17.2M
3 +$10.4M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.35M

Sector Composition

1 Industrials 20.12%
2 Financials 18.61%
3 Healthcare 9.31%
4 Energy 7.74%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$260K 0.04%
3,440
152
$259K 0.04%
1,040
153
$257K 0.04%
11,175
154
$256K 0.04%
18,788
155
$249K 0.04%
+6,655
156
$238K 0.03%
1,987
-7
157
$237K 0.03%
7,932
-916
158
$202K 0.03%
7,500
159
-54,952
160
-6,891
161
-72,609
162
-84,092
163
-23,660
164
-3,122
165
-11,634
166
-302,310
167
-70,216
168
-19,550
169
-89,370
170
-15,860
171
-9,668
172
-2,303
173
-45,160
174
-8,427
175
-9,900