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
$1.09B
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.1M
3
+$5.61M
4
NVO icon
Novo Nordisk
NVO
+$4.94M
5
NFLX icon
Netflix
NFLX
+$4.78M

Top Sells

1
+$15.1M
2
+$14M
3
+$13.9M
4
NEE icon
NextEra Energy
NEE
+$6.97M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.34M

Sector Composition

1 Healthcare 23.74%
2 Technology 18.18%
3 Financials 16.36%
4 Industrials 11.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$217K 0.02%
3,800
202
$205K 0.02%
+5,412
203
$204K 0.02%
3,333
-17,181
204
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205
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-4,860
206
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-22,302
207
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-10,973
208
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-118,435
209
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-21,615
210
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-6,803
211
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212
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-7,490
213
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-2,696
214
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-970
215
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-6,047
216
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-45,220
217
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-66,808
218
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-12,000
219
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-65,055
220
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-17,470
222
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-9,950
223
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-71,556
224
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-1,083
225
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-529,300
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