MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.86B
1-Year Est. Return 34.11%
This Quarter Est. Return
1 Year Est. Return
+34.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.28M
3
+$6.26M
4
MS icon
Morgan Stanley
MS
+$4.19M
5
PYPL icon
PayPal
PYPL
+$3.91M

Top Sells

1
+$14M
2
+$6.5M
3
+$4.48M
4
NEM icon
Newmont
NEM
+$4.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.59M

Sector Composition

1 Technology 29.56%
2 Financials 16.12%
3 Healthcare 15.44%
4 Industrials 9.59%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.02%
1,045
202
$244K 0.01%
2,144
-750
203
$242K 0.01%
3,149
+150
204
$238K 0.01%
6,915
205
$231K 0.01%
1,559
-12
206
$223K 0.01%
1,011
-125
207
$223K 0.01%
2,289
208
$220K 0.01%
1,832
+23
209
$219K 0.01%
4,600
210
$218K 0.01%
+2,457
211
$217K 0.01%
4,700
-1,750
212
$215K 0.01%
+4,038
213
$214K 0.01%
2,816
214
$214K 0.01%
2,354
215
$214K 0.01%
2,646
+31
216
$213K 0.01%
1,153
217
$212K 0.01%
+2,125
218
$206K 0.01%
+4,272
219
$205K 0.01%
412
220
$204K 0.01%
+41
221
$202K 0.01%
2,233
+39
222
$200K 0.01%
+715
223
– –
-2,162
224
– –
-10,893
225
– –
-797
6 7 8
9
10