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
$847M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.64M
3
+$8.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M
5
BSX icon
Boston Scientific
BSX
+$5.71M

Top Sells

1
+$19.1M
2
+$5.38M
3
+$4.67M
4
LMT icon
Lockheed Martin
LMT
+$4.67M
5
JPM icon
JPMorgan Chase
JPM
+$4.57M

Sector Composition

1 Financials 20.96%
2 Technology 15.64%
3 Industrials 14.66%
4 Healthcare 11.42%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$457K 0.05%
5,840
152
$447K 0.05%
9,003
-192
153
$442K 0.05%
+19,200
154
$441K 0.05%
+8,330
155
$440K 0.05%
2,586
-500
156
$439K 0.05%
39,878
-10,106
157
$438K 0.05%
2,575
158
$438K 0.05%
6,425
159
$433K 0.05%
3,208
+183
160
$432K 0.05%
7,049
-145
161
$429K 0.05%
11,409
-235
162
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13,510
-400
163
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6,420
-5,306
164
$414K 0.05%
+7,450
165
$407K 0.05%
3,789
166
$403K 0.05%
+9,665
167
$400K 0.05%
8,197
168
$390K 0.05%
4,940
169
$386K 0.05%
13,533
-1,542
170
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+4,570
171
$365K 0.04%
3,440
172
$359K 0.04%
1,040
173
$358K 0.04%
3,660
174
$349K 0.04%
10,850
175
$327K 0.04%
18,529
5 6
7
8 9