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
$1.04B
AUM Growth
-$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$8.37M
3 +$8.25M
4
NEE icon
NextEra Energy
NEE
+$7.67M
5
A icon
Agilent Technologies
A
+$3.79M

Top Sells

1 +$772M
2 +$97.1M
3 +$5.63M
4
ABBV icon
AbbVie
ABBV
+$5.29M
5
NVDA icon
NVIDIA
NVDA
+$4.46M

Sector Composition

1 Technology 22.88%
2 Healthcare 21.94%
3 Financials 14.33%
4 Industrials 11.1%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$407K 0.04%
10,973
-26,251
152
$406K 0.04%
+6,047
153
$405K 0.04%
3,962
154
$403K 0.04%
2,785
-115
155
$393K 0.04%
1,800
156
$388K 0.04%
5,608
157
$386K 0.04%
3,600
158
$383K 0.04%
990
159
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3,261
160
$378K 0.04%
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161
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+904
162
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2,418
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163
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2,522
+2
164
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165
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166
$348K 0.03%
2,794
167
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12,015
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168
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169
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170
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171
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172
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3,022
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173
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2,732
174
$326K 0.03%
3,480
-30
175
$325K 0.03%
3,935