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
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.71M
3
+$3.41M
4
FCX icon
Freeport-McMoran
FCX
+$3.36M
5
AMD icon
Advanced Micro Devices
AMD
+$3.16M

Top Sells

1
+$6.64M
2
+$5.14M
3
+$4.82M
4
WRB icon
W.R. Berkley
WRB
+$4.67M
5
NOC icon
Northrop Grumman
NOC
+$4.63M

Sector Composition

1 Technology 23.41%
2 Healthcare 21.12%
3 Financials 14.34%
4 Industrials 10.6%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$209K 0.02%
+4,623
202
$202K 0.02%
+1,554
203
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204
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207
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209
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211
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5 6 7 8
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