MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.6M
3
+$4.25M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.19M
5
AMZN icon
Amazon
AMZN
+$3.81M

Top Sells

1
+$13.3M
2
+$9.47M
3
+$5.4M
4
GD icon
General Dynamics
GD
+$4.17M
5
DD icon
DuPont de Nemours
DD
+$4.08M

Sector Composition

1 Technology 27.92%
2 Healthcare 19.64%
3 Financials 12.78%
4 Industrials 9.92%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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