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
$521M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$12.9M
3 +$10.6M
4
TJX icon
TJX Companies
TJX
+$9.16M
5
LMT icon
Lockheed Martin
LMT
+$7.89M

Top Sells

1 +$19.1M
2 +$18.8M
3 +$14.8M
4
NVS icon
Novartis
NVS
+$9.68M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.46M

Sector Composition

1 Consumer Discretionary 21.16%
2 Healthcare 19.56%
3 Financials 12.98%
4 Communication Services 11.03%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,009
202
-4,741
203
-12,310
204
-27,784
205
-62,265
206
-10,660