MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
-12.19%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$727K
AUM Growth
+$727K
(-100%)
Cap. Flow
-$136M
Cap. Flow
% of AUM
-18,681.46%
Top 10 Holdings %
Top 10 Hldgs %
39.01%
Holding
216
New
9
Increased
40
Reduced
95
Closed
54
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$22.6K |
| 2 |
Eli Lilly
LLY
|
$15.7K |
| 3 |
ServiceNow
NOW
|
$9.31K |
| 4 |
Qualcomm
QCOM
|
$4.36K |
| 5 |
Honeywell
HON
|
$4.2K |
Top Sells
| 1 |
Sysco
SYY
|
$16.2M |
| 2 |
Chevron
CVX
|
$13.6M |
| 3 |
VF Corp
VFC
|
$9.81M |
| 4 |
Blackstone Mortgage Trust
BXMT
|
$7.46M |
| 5 |
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% |
