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
$1.09B
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
-21,615
205
-6,803
206
-19,050
207
-4,860
208
-22,302
209
-10,973
210
-18,483
211
-7,490
212
-2,696
213
-970
214
-6,047
215
-45,220
216
-66,808
217
-12,000
218
-118,435
219
-65,055
220
-68,165
221
-17,470
222
-9,950
223
-71,556
224
-1,083
225
-529,300