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
$1.17B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$11.5M
3 +$9.54M
4
J icon
Jacobs Solutions
J
+$5.45M
5
AME icon
Ametek
AME
+$4.28M

Sector Composition

1 Technology 21.04%
2 Financials 16.2%
3 Healthcare 15.72%
4 Consumer Discretionary 10.7%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-46,190
202
-265,457
203
-10,351
204
-1,144
205
-64,313
206
-9,705
207
-16,010
208
-148,156