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
$628M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$14.5M
3 +$10.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.72M
5
C icon
Citigroup
C
+$7.7M

Top Sells

1 +$20.4M
2 +$18.9M
3 +$14.5M
4
UNP icon
Union Pacific
UNP
+$7.96M
5
BA icon
Boeing
BA
+$7.51M

Sector Composition

1 Healthcare 21.32%
2 Financials 20.82%
3 Communication Services 10.39%
4 Consumer Discretionary 9.6%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$200K 0.03%
+1,100
177
$198K 0.03%
11,154
+789
178
$168K 0.03%
4,563
-250
179
$61K 0.01%
10,660
-5,176
180
$38K 0.01%
+1
181
-117,975
182
-3,550
183
-10,046
184
-23,370
185
-11,040
186
-683,561
187
-120,388
188
-9,185
189
-40,499
190
-35,673
191
-13,740
192
-2,671
193
-3,245
194
-9,027
195
-80,945
196
-68,150
197
-5,630
198
-50,047
199
-6,733
200
-7,404