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
$1.2B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9M
3
+$8.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.44M
5
MOS icon
The Mosaic Company
MOS
+$6.16M

Top Sells

1
+$10.7M
2
+$8.31M
3
+$7.71M
4
APTV icon
Aptiv
APTV
+$7.62M
5
NKE icon
Nike
NKE
+$6.96M

Sector Composition

1 Financials 19.38%
2 Technology 17.94%
3 Healthcare 14.13%
4 Industrials 12.35%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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