MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$562K 0.03%
1,656
+11
152
$552K 0.03%
2,290
+6
153
$548K 0.03%
4,122
-500
154
$548K 0.03%
5,522
+49
155
$520K 0.03%
2,418
156
$503K 0.03%
8,002
+81
157
$500K 0.03%
717
+265
158
$498K 0.03%
15,875
+925
159
$491K 0.03%
2,094
-2
160
$489K 0.03%
1,428
+53
161
$483K 0.03%
2,504
-142
162
$477K 0.03%
27,673
163
$473K 0.03%
3,600
164
$462K 0.03%
5,913
-42,560
165
$453K 0.03%
1,641
-8,393
166
$444K 0.03%
640
-58
167
$436K 0.03%
1,175
168
$431K 0.03%
2,500
169
$426K 0.03%
4,531
170
$423K 0.03%
4,771
+7
171
$412K 0.03%
2,161
+700
172
$412K 0.03%
9,102
173
$411K 0.03%
13,380
+114
174
$392K 0.02%
1,200
175
$381K 0.02%
1,543
5 6
7
8 9