MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.89B
1-Year Est. Return 33.35%
This Fund
S&P 500
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
+$14.6M
2
+$9.28M
3
+$8.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.2M
5
A icon
Agilent Technologies
A
+$4M

Top Sells

1
+$895M
2
+$113M
3
+$5.81M
4
ABBV icon
AbbVie
ABBV
+$5.65M
5
AZN icon
AstraZeneca
AZN
+$5.63M

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%
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5 6 7 8
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