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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$13.1M
3 +$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1 +$15.1M
2 +$14M
3 +$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$374K 0.03%
+2,245
177
$367K 0.03%
2,522
178
$362K 0.03%
2,289
179
$356K 0.03%
915
-75
180
$351K 0.03%
3,480
181
$343K 0.03%
5,608
182
$330K 0.03%
2,662
-70
183
$322K 0.03%
859
-10,660
184
$312K 0.03%
3,004
-18
185
$306K 0.03%
1,390
+200
186
$297K 0.03%
9,117
187
$295K 0.03%
2,000
-14
188
$293K 0.03%
+775
189
$293K 0.03%
3,935
190
$293K 0.03%
2,500
191
$288K 0.03%
1,134
+178
192
$279K 0.03%
2,948
193
$266K 0.02%
4,050
194
$258K 0.02%
8,500
195
$257K 0.02%
1,045
196
$253K 0.02%
1,796
197
$249K 0.02%
+582
198
$247K 0.02%
2,950
199
$244K 0.02%
4,473
200
$223K 0.02%
4,444