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
$702M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.6M
3
+$10.5M
4
UPS icon
United Parcel Service
UPS
+$9.4M
5
LOW icon
Lowe's Companies
LOW
+$9.01M

Top Sells

1
+$15.4M
2
+$11.9M
3
+$8.85M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.65M
5
PRU icon
Prudential Financial
PRU
+$7.71M

Sector Composition

1 Healthcare 22.14%
2 Financials 13.83%
3 Consumer Discretionary 11.45%
4 Industrials 8.14%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-87,198
202
– –
-771,118
203
– –
-42,345
204
– –
-49,056
205
– –
-3,253
206
– –
-10,777
207
– –
-3,945
5 6 7 8
9