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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$10.4M
4
LOW icon
Lowe's Companies
LOW
+$10.4M
5
UPS icon
United Parcel Service
UPS
+$9.9M

Top Sells

1
+$15.4M
2
+$12.3M
3
+$9.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.51M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.03%
+3,345
177
$207K 0.03%
+2,671
178
$205K 0.03%
4,465
+465
179
$204K 0.03%
+1,040
180
$203K 0.03%
+1,750
181
$200K 0.03%
+7,909
182
$155K 0.02%
14,665
-3,400
183
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-4,360
184
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-33,758
185
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-62,605
186
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-46,217
187
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-3,245
188
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-5,462
189
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-53,800
190
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-1,268
191
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-6,000
192
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-39,647
193
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-136,376
194
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-8,800
195
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-84,323
196
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-3,200
197
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-87,655
198
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-2,831
199
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200
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-2,700
5 6 7
8
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