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
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.4M
3
+$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.6M

Top Sells

1
+$20.2M
2
+$17.2M
3
+$10.4M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.35M

Sector Composition

1 Industrials 20.12%
2 Financials 18.61%
3 Healthcare 9.31%
4 Energy 7.74%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-17,995
177
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-4,629
178
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179
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-457,826
180
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-1,345
181
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-42,730
182
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-3,116
183
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-10,970
184
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-14,494
185
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-1,759
186
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-3,492
187
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-2,440
4 5 6 7
8