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
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$8.53M
3 +$7.88M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.07M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.76M

Sector Composition

1 Technology 23.19%
2 Financials 19.91%
3 Healthcare 16.08%
4 Industrials 9.34%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$321K 0.02%
4,547
-49
177
$316K 0.02%
1,484
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178
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+2,000
179
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180
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800
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182
$298K 0.02%
663
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183
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184
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185
$291K 0.02%
16,033
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186
$283K 0.02%
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187
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188
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189
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190
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191
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196
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197
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198
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+6,915
199
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1,825
200
$205K 0.02%
1,620