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
$1.33B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$5.71M
3 +$5.52M
4
TEAM icon
Atlassian
TEAM
+$5.52M
5
RTX icon
RTX Corp
RTX
+$5.4M

Top Sells

1 +$19.2M
2 +$10.3M
3 +$6.6M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$6.18M

Sector Composition

1 Financials 20.74%
2 Technology 18.91%
3 Healthcare 15.02%
4 Industrials 12.59%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$304K 0.02%
4,050
177
$297K 0.02%
2,291
178
$296K 0.02%
4,473
179
$292K 0.02%
+1,307
180
$290K 0.02%
4,958
+344
181
$290K 0.02%
+10,929
182
$287K 0.02%
+6,724
183
$283K 0.02%
5,952
184
$283K 0.02%
8,576
185
$269K 0.02%
1,620
-87
186
$264K 0.02%
3,805
187
$253K 0.02%
1,066
-3
188
$242K 0.02%
+1,329
189
$242K 0.02%
3,967
+140
190
$242K 0.02%
3,100
191
$236K 0.02%
4,573
+145
192
$230K 0.02%
+978
193
$217K 0.02%
+4,444
194
$216K 0.02%
1,838
-32
195
$212K 0.02%
1,825
196
$207K 0.02%
+522
197
$207K 0.02%
587
+41
198
$115K 0.01%
12,000
199
-1,033
200
-8,429