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
$873M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$10.1M
4
HQY icon
HealthEquity
HQY
+$7.99M
5
BABA icon
Alibaba
BABA
+$7.91M

Top Sells

1
+$8.66M
2
+$6.97M
3
+$6.2M
4
MRK icon
Merck
MRK
+$5.81M
5
BSX icon
Boston Scientific
BSX
+$5.67M

Sector Composition

1 Technology 19.37%
2 Financials 18.7%
3 Healthcare 14.12%
4 Industrials 10.57%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$420K 0.05%
6,924
152
$406K 0.05%
2,525
-50
153
$396K 0.05%
4,601
+20
154
$390K 0.04%
2,872
-100
155
$389K 0.04%
3,440
156
$379K 0.04%
3,860
+200
157
$372K 0.04%
6,798
-234
158
$371K 0.04%
18,529
159
$368K 0.04%
3,870
-6,121
160
$358K 0.04%
4,940
161
$355K 0.04%
2,893
+12
162
$339K 0.04%
1,345
163
$339K 0.04%
4,283
164
$322K 0.04%
+3,930
165
$301K 0.03%
1
166
$287K 0.03%
5,432
167
$271K 0.03%
1,114
-1,657
168
$270K 0.03%
2,407
169
$268K 0.03%
2,301
-1,488
170
$268K 0.03%
4,597
-127
171
$256K 0.03%
+2,111
172
$250K 0.03%
4,000
173
$248K 0.03%
5,775
+75
174
$236K 0.03%
+3,063
175
$234K 0.03%
+1,850
4 5 6
7
8