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
$1.49B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$10.3M
3 +$7.63M
4
ABT icon
Abbott
ABT
+$5.79M
5
PEP icon
PepsiCo
PEP
+$5.55M

Top Sells

1 +$21.4M
2 +$7.07M
3 +$5.58M
4
PYPL icon
PayPal
PYPL
+$5.58M
5
LMT icon
Lockheed Martin
LMT
+$5.37M

Sector Composition

1 Technology 23.33%
2 Healthcare 18.63%
3 Financials 18.17%
4 Industrials 8.99%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$387K 0.03%
2,477
-17
177
$385K 0.03%
605
178
$382K 0.03%
673
+10
179
$377K 0.03%
2,767
+5
180
$367K 0.02%
10,059
181
$364K 0.02%
3,510
-684
182
$355K 0.02%
4,891
+2,000
183
$352K 0.02%
13,514
+2,585
184
$350K 0.02%
+2,027
185
$342K 0.02%
4,557
+10
186
$338K 0.02%
3,805
187
$334K 0.02%
1,484
188
$325K 0.02%
8,576
189
$318K 0.02%
2,415
-27,820
190
$312K 0.02%
3,095
+7
191
$311K 0.02%
2,289
-2
192
$310K 0.02%
2,838
-35
193
$295K 0.02%
1,324
+7
194
$295K 0.02%
4,050
195
$288K 0.02%
2,452
196
$288K 0.02%
5,886
-2,509
197
$288K 0.02%
1,800
-200
198
$288K 0.02%
3,100
199
$286K 0.02%
3,962
-5
200
$262K 0.02%
1,066