MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.83M
3
+$3.69M
4
FCX icon
Freeport-McMoran
FCX
+$3.57M
5
AMGN icon
Amgen
AMGN
+$3.46M

Top Sells

1
+$16.5M
2
+$8.24M
3
+$5.72M
4
ORCL icon
Oracle
ORCL
+$4.96M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.1M

Sector Composition

1 Technology 30.29%
2 Healthcare 18.46%
3 Financials 13.11%
4 Industrials 10.03%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$346K 0.02%
8,325
-42,144
177
$342K 0.02%
1,180
178
$335K 0.02%
4,883
179
$324K 0.02%
7,845
180
$317K 0.02%
662
+50
181
$310K 0.02%
7,814
-294
182
$306K 0.02%
1,966
-126
183
$305K 0.02%
2,671
184
$294K 0.02%
2,545
185
$278K 0.02%
1,261
+121
186
$274K 0.02%
5,600
187
$272K 0.02%
5,502
+279
188
$266K 0.02%
3,250
189
$266K 0.02%
1,461
190
$265K 0.02%
2,489
191
$262K 0.02%
405
-4,039
192
$258K 0.02%
3,800
193
$258K 0.02%
1,827
194
$256K 0.02%
1,554
195
$251K 0.02%
1,993
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196
$251K 0.02%
3,074
197
$250K 0.02%
2,289
198
$244K 0.02%
3,051
199
$243K 0.02%
3,450
+135
200
$233K 0.02%
1,722
6 7
8
9 10