MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
-11.63%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$1.11B
AUM Growth
+$1.11B
(-19%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
31.57%
Holding
251
New
23
Increased
51
Reduced
81
Closed
32
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$43.6M |
| 2 |
Amazon
AMZN
|
$17.7M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$5.52M |
| 4 |
American Tower
AMT
|
$4.4M |
| 5 |
W.R. Berkley
WRB
|
$4.12M |
Top Sells
| 1 |
Otis Worldwide
OTIS
|
$13.6M |
| 2 |
Union Pacific
UNP
|
$8.59M |
| 3 |
SPDR Gold Trust
GLD
|
$8.54M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$8.43M |
| 5 |
Arista Networks
ANET
|
$5.73M |
Sector Composition
| 1 | Healthcare | 22.69% |
| 2 | Technology | 20.4% |
| 3 | Financials | 15.36% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Staples | 6.92% |
