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
$1.11B
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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-40,270
204
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-6,390
205
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-775
206
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-27,940
207
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-25,925
208
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-7,850
209
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-30,775
210
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-16,735
211
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-26,257
212
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-29,530
213
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214
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-48,485
215
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-34,645
216
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-96,582
217
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218
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219
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-69,366
5 6 7 8
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