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
$601M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$12.9M
3 +$10.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.98M
5
USB icon
US Bancorp
USB
+$8.73M

Top Sells

1 +$21M
2 +$12.6M
3 +$8.6M
4
XOM icon
Exxon Mobil
XOM
+$7.18M
5
LMT icon
Lockheed Martin
LMT
+$7.14M

Sector Composition

1 Industrials 16.25%
2 Healthcare 13.06%
3 Financials 11.95%
4 Consumer Discretionary 9.6%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,283
177
-56,711
178
-6,397
179
-15,887
180
-19,450
181
-57,368
182
-33,352
183
-12,980