MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$10.7M
3
+$9.31M
4
NVDA icon
NVIDIA
NVDA
+$7.3M
5
HON icon
Honeywell
HON
+$7.19M

Top Sells

1
+$10.2M
2
+$7.59M
3
+$5.27M
4
TXN icon
Texas Instruments
TXN
+$4.49M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.69M

Sector Composition

1 Technology 23.98%
2 Healthcare 16.99%
3 Financials 14.3%
4 Consumer Discretionary 8.99%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
+50,621
177
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-5,035
178
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179
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-6,227
180
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-64,396
181
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-33,680
182
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-10,000
183
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-3,335
184
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-78,288
185
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-4,700
186
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-24,152
187
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-3,725
188
– –
-163,208
4 5 6 7
8