MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$738K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$18.8M
3
+$14.7M
4
UNP icon
Union Pacific
UNP
+$14.6M
5
AAPL icon
Apple
AAPL
+$12.2M

Top Sells

1
+$12.6M
2
+$10M
3
+$8.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.04M
5
NFLX icon
Netflix
NFLX
+$7.83M

Sector Composition

1 Industrials 15.45%
2 Consumer Discretionary 10.75%
3 Communication Services 9.89%
4 Healthcare 9.65%
5 Technology 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
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