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
$873M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$8.67M
4
HQY icon
HealthEquity
HQY
+$7.6M
5
BABA icon
Alibaba
BABA
+$7.29M

Top Sells

1
+$8.66M
2
+$7M
3
+$5.64M
4
AAPL icon
Apple
AAPL
+$5.54M
5
MRK icon
Merck
MRK
+$5.47M

Sector Composition

1 Technology 19.37%
2 Financials 18.7%
3 Healthcare 14.12%
4 Industrials 10.57%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.02%
+2,486
177
$108K 0.01%
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