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MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
-$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.8M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
WFC icon
Wells Fargo
WFC
+$9.21M

Top Sells

1
+$166M
2
+$18.7M
3
+$13.7M
4
QCOM icon
Qualcomm
QCOM
+$11.6M
5
AMZN icon
Amazon
AMZN
+$10.1M

Sector Composition

1 Financials 17.64%
2 Healthcare 14.54%
3 Industrials 11.08%
4 Energy 11.08%
5 Communication Services 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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207
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-23,460
208
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