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
$942M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$9.5M
3 +$7.42M
4
ROK icon
Rockwell Automation
ROK
+$6.54M
5
BA icon
Boeing
BA
+$5.69M

Top Sells

1 +$16.8M
2 +$11.3M
3 +$9.43M
4
EL icon
Estee Lauder
EL
+$6.49M
5
FDX icon
FedEx
FDX
+$5.48M

Sector Composition

1 Financials 20.73%
2 Technology 17.33%
3 Industrials 16.31%
4 Healthcare 14.71%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,665
202
-50,876
203
-7,465
204
-18,147
205
-32,150
206
-5,603
207
-22,520
208
-4,645
209
-8,190
210
-128,685
211
-7,450