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
$734M
AUM Growth
+$87.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$18M
3 +$13.7M
4
LNC icon
Lincoln National
LNC
+$9.86M
5
PXD
Pioneer Natural Resource Co.
PXD
+$8.79M

Top Sells

1 +$10M
2 +$9.67M
3 +$9.43M
4
AFL icon
Aflac
AFL
+$7.37M
5
TM icon
Toyota
TM
+$7.21M

Sector Composition

1 Financials 17.11%
2 Industrials 12.66%
3 Energy 11.48%
4 Consumer Discretionary 11.02%
5 Healthcare 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-56,335
202
-123,595
203
-22,259
204
-9,835
205
-18,079