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
$628M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$14.5M
3 +$10.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.72M
5
C icon
Citigroup
C
+$7.7M

Top Sells

1 +$20.4M
2 +$18.9M
3 +$14.5M
4
UNP icon
Union Pacific
UNP
+$7.96M
5
BA icon
Boeing
BA
+$7.51M

Sector Composition

1 Healthcare 21.32%
2 Financials 20.82%
3 Communication Services 10.39%
4 Consumer Discretionary 9.6%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,275
202
-49,040
203
-37,660
204
-40,051