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
$1.24B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$7.23M
3 +$4.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.36M
5
AMZN icon
Amazon
AMZN
+$4.35M

Top Sells

1 +$13.4M
2 +$8.93M
3 +$5.4M
4
GD icon
General Dynamics
GD
+$4.17M
5
DD icon
DuPont de Nemours
DD
+$4.08M

Sector Composition

1 Technology 27.92%
2 Healthcare 19.64%
3 Financials 12.78%
4 Industrials 9.86%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$280K 0.02%
8,486
-6,194
177
$280K 0.02%
+2,924
178
$277K 0.02%
4,444
179
$275K 0.02%
4,270
180
$270K 0.02%
4,050
181
$264K 0.02%
+1,636
182
$263K 0.02%
3,148
-2,212
183
$256K 0.02%
1,472
-68
184
$253K 0.02%
4,473
185
$251K 0.02%
2,489
-77
186
$250K 0.02%
2,545
-3,603
187
$248K 0.02%
2,948
188
$248K 0.02%
3,800
189
$245K 0.02%
+1,085
190
$240K 0.02%
1,796
191
$237K 0.02%
1,045
192
$233K 0.02%
576
193
$226K 0.02%
2,950
194
$219K 0.02%
731
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195
$217K 0.02%
+7,000
196
$214K 0.02%
5,412
197
$214K 0.02%
1,866
198
$213K 0.02%
4,623
199
$211K 0.02%
+3,315
200
$148K 0.01%
+4,400