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
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.02%
4,219
-29,186
177
$380K 0.02%
7,197
+60
178
$379K 0.02%
1,966
179
$376K 0.02%
7,863
180
$375K 0.02%
9,841
181
$372K 0.02%
10,962
-105,762
182
$338K 0.02%
662
183
$315K 0.02%
3,990
184
$312K 0.02%
6,526
+260
185
$312K 0.02%
4,314
-16
186
$311K 0.02%
934
+146
187
$310K 0.02%
7,750
-95
188
$309K 0.02%
8,055
-825
189
$308K 0.02%
766
+148
190
$302K 0.02%
5,600
191
$292K 0.02%
3,794
-6
192
$290K 0.02%
1,554
193
$281K 0.02%
+5,374
194
$281K 0.02%
2,126
195
$268K 0.02%
1,449
+149
196
$254K 0.02%
2,685
+14
197
$252K 0.02%
2,289
198
$252K 0.02%
594
199
$250K 0.02%
355
200
$246K 0.02%
3,598
6 7
8
9 10