MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.37M
3
+$8.25M
4
NEE icon
NextEra Energy
NEE
+$7.67M
5
A icon
Agilent Technologies
A
+$3.79M

Top Sells

1
+$772M
2
+$97.1M
3
+$5.63M
4
ABBV icon
AbbVie
ABBV
+$5.29M
5
NVDA icon
NVIDIA
NVDA
+$4.46M

Sector Composition

1 Technology 22.88%
2 Healthcare 21.94%
3 Financials 14.33%
4 Industrials 11.1%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
125
202
– –
-7,136
203
– –
-14,990
204
– –
-2,728
205
– –
-4,740
206
– –
-36,815
207
– –
-3,773
208
– –
-7,370
209
– –
-8,182
210
– –
-37,155
211
– –
-5,412
212
– –
-22,987
213
– –
-1,825
214
– –
-47,984
215
– –
-85,188
216
– –
-3
217
– –
-42,883
5 6 7 8
9