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
$727K
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$22.6K
2
+$15.7K
3
+$9.31K
4
QCOM icon
Qualcomm
QCOM
+$4.36K
5
HON icon
Honeywell
HON
+$4.2K

Top Sells

1
+$16.2M
2
+$13.6M
3
+$9.81M
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$7.46M
5
PPG icon
PPG Industries
PPG
+$6.06M

Sector Composition

1 Technology 21.29%
2 Healthcare 19.4%
3 Financials 16.35%
4 Consumer Discretionary 8.68%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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