MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
+10.89%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$1.04B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
29.41%
Holding
213
New
31
Increased
65
Reduced
78
Closed
6
Top Buys
| 1 |
Trane Technologies
TT
|
$12.8M |
| 2 |
Alibaba
BABA
|
$10.1M |
| 3 |
Bristol-Myers Squibb
BMY
|
$9.65M |
| 4 |
Blackstone
BX
|
$9.13M |
| 5 |
Linde
LIN
|
$8.74M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$7.91M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$7.41M |
| 3 |
Texas Instruments
TXN
|
$7.13M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$6.55M |
| 5 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$5.53M |
Sector Composition
| 1 | Financials | 17.83% |
| 2 | Technology | 17.08% |
| 3 | Healthcare | 16.23% |
| 4 | Industrials | 11.78% |
| 5 | Consumer Staples | 8.32% |
