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
$828M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.02M
3
+$6.46M
4
PANW icon
Palo Alto Networks
PANW
+$5.97M
5
FDX icon
FedEx
FDX
+$4.79M

Top Sells

1
+$13.2M
2
+$10.1M
3
+$9.77M
4
C icon
Citigroup
C
+$9.44M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$6.67M

Sector Composition

1 Financials 21.28%
2 Industrials 18.3%
3 Technology 14.63%
4 Healthcare 9.31%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$462K 0.06%
7,194
-94
152
$460K 0.06%
+7,595
153
$458K 0.06%
3,025
+157
154
$451K 0.05%
+3,020
155
$450K 0.05%
+9,195
156
$447K 0.05%
15,075
+900
157
$442K 0.05%
5,430
158
$441K 0.05%
3,862
-45
159
$436K 0.05%
13,910
-3,500
160
$433K 0.05%
6,425
-1,200
161
$432K 0.05%
+2,575
162
$423K 0.05%
5,837
+224
163
$404K 0.05%
6,924
164
$398K 0.05%
4,940
-314
165
$380K 0.05%
11,644
-153
166
$369K 0.04%
7,326
167
$348K 0.04%
3,660
168
$347K 0.04%
10,850
169
$331K 0.04%
3,440
170
$319K 0.04%
1,040
171
$308K 0.04%
4,760
172
$299K 0.04%
5,492
-905
173
$290K 0.04%
6,012
+242
174
$279K 0.03%
18,529
175
$278K 0.03%
2,935
+138
5 6
7
8 9