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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
$744M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$12.5M
3
+$8.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.55M
5
VZ icon
Verizon
VZ
+$5.09M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
C icon
Citigroup
C
+$10.7M
5
ITW icon
Illinois Tool Works
ITW
+$9.51M

Sector Composition

1 Financials 19.44%
2 Healthcare 19.02%
3 Technology 13.74%
4 Industrials 9.4%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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205
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-3,782
206
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-8,050
207
– –
-5,740
208
– –
-3,233
209
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-1,800
210
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-31,511
211
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-15,266
212
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213
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-21,465
5 6 7 8
9