MLL
Moody Lynn & Lieberson Portfolio holdings
AUM
$1.73B
This Quarter Return
-1.96%
1 Year Return
+30.3%
3 Year Return
+131.28%
5 Year Return
+251.95%
10 Year Return
+889.14%
AUM
$1.17B
AUM Growth
+$1.17B
(-5.8%)
Cap. Flow
-$25.7M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
36.64%
Holding
238
New
16
Increased
61
Reduced
90
Closed
32
Top Buys
| 1 |
Aflac
AFL
|
$3.73M |
| 2 |
Illinois Tool Works
ITW
|
$3.37M |
| 3 |
Global X Uranium ETF
URA
|
$3.11M |
| 4 |
Cameco
CCJ
|
$3.08M |
| 5 |
FedEx
FDX
|
$3.02M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$6.76M |
| 2 |
Tesla
TSLA
|
$4.56M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$4.31M |
| 4 |
Eli Lilly
LLY
|
$4.19M |
| 5 |
NXP Semiconductors
NXPI
|
$3.96M |
Sector Composition
| 1 | Technology | 25.99% |
| 2 | Healthcare | 19.54% |
| 3 | Financials | 14.75% |
| 4 | Industrials | 10.23% |
| 5 | Communication Services | 6% |
