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
$1.17B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$3.37M
3 +$3.11M
4
CCJ icon
Cameco
CCJ
+$3.08M
5
FDX icon
FedEx
FDX
+$3.02M

Top Sells

1 +$6.76M
2 +$4.56M
3 +$4.31M
4
LLY icon
Eli Lilly
LLY
+$4.19M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.96M

Sector Composition

1 Technology 25.99%
2 Healthcare 19.54%
3 Financials 14.75%
4 Industrials 10.23%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$257K 0.02%
3,800
177
$256K 0.02%
2,089
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178
$256K 0.02%
7,894
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179
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180
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181
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182
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183
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185
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186
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187
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188
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189
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900
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198
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199
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200
$201K 0.02%
3,315