MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
+4.01%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$1.33B
AUM Growth
+$1.33B
(+0.52%)
Cap. Flow
-$20.5M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
240
New
24
Increased
46
Reduced
65
Closed
20
Top Buys
| 1 |
Mondelez International
MDLZ
|
$8.67M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$8.53M |
| 3 |
Uber
UBER
|
$7.88M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$7.07M |
| 5 |
Intuitive Surgical
ISRG
|
$6.76M |
Top Sells
| 1 |
Alibaba
BABA
|
$12.7M |
| 2 |
Mastercard
MA
|
$8.51M |
| 3 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$7.84M |
| 4 |
Coca-Cola
KO
|
$6.72M |
| 5 |
Northrop Grumman
NOC
|
$6.59M |
Sector Composition
| 1 | Technology | 23.19% |
| 2 | Financials | 19.91% |
| 3 | Healthcare | 16.08% |
| 4 | Industrials | 9.34% |
| 5 | Communication Services | 7.41% |
