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
$1.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$8.41M
2 +$6.7M
3 +$4.72M
4
AVGO icon
Broadcom
AVGO
+$4.12M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.04M

Top Sells

1 +$13.3M
2 +$6.1M
3 +$4.36M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.11M
5
WMT icon
Walmart
WMT
+$3.87M

Sector Composition

1 Technology 28.08%
2 Healthcare 17.75%
3 Financials 14.14%
4 Industrials 9.94%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$347K 0.03%
5,670
-2,893
177
$345K 0.03%
+7,127
178
$339K 0.03%
4,330
179
$330K 0.03%
1,461
180
$323K 0.02%
2,089
181
$317K 0.02%
3,468
+320
182
$296K 0.02%
7,845
-49
183
$292K 0.02%
6,197
+17
184
$289K 0.02%
2,289
185
$287K 0.02%
3,800
186
$284K 0.02%
1,636
187
$278K 0.02%
1,484
188
$273K 0.02%
2,545
-15,447
189
$271K 0.02%
+5,432
190
$263K 0.02%
5,600
191
$254K 0.02%
1,140
+105
192
$251K 0.02%
2,489
193
$251K 0.02%
+612
194
$247K 0.02%
1,045
195
$239K 0.02%
1,974
196
$238K 0.02%
594
197
$237K 0.02%
1,554
198
$232K 0.02%
1,746
-9
199
$231K 0.02%
4,050
200
$227K 0.02%
4,743
-430