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
$1.11B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$5.52M
3 +$4.4M
4
WRB icon
W.R. Berkley
WRB
+$4.12M
5
ASH icon
Ashland
ASH
+$3.81M

Top Sells

1 +$13.6M
2 +$8.59M
3 +$8.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.43M
5
ANET icon
Arista Networks
ANET
+$5.73M

Sector Composition

1 Healthcare 22.69%
2 Technology 20.4%
3 Financials 15.36%
4 Industrials 10.79%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$89K 0.01%
12,000
202
$31K ﹤0.01%
125
203
$10K ﹤0.01%
333
204
$5K ﹤0.01%
3
205
-87,694
206
-18,699
207
-6,915
208
-10,195
209
-12,394
210
-29,945
211
-2,945
212
-10,465
213
-137,625
214
-60,070
215
-14,699
216
-3,865
217
-1,502
218
-123,320
219
-36,840
220
-2,415
221
-572
222
-2,161
223
-2,826
224
-53,879
225
-4,776