MIM

Moseley Investment Management Portfolio holdings

AUM $256M
AUM
$256M
AUM Growth
-$491K
Cap. Flow
+$13.9M
Cap. Flow %
5.45%
Top 10 Hldgs %
39.47%
Holding
156
New
7
Increased
70
Reduced
52
Closed
5

Sector Composition

1Technology19.12%
2Financials14.32%
3Consumer Discretionary9.88%
4Communication Services6.36%
5Industrials6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$16M6.24%682,500
+2,667
+0.4%
+$62.3K
$15.4M6%69,115
-560
-0.8%
-$124K
$11.5M4.49%21,548
+430
+2%
+$229K
$10.4M4.06%13 New
+$10.4M
$9.69M3.79%435,577
+55,275
+15%
+$1.23M
$8.89M3.48%46,735
-81
-0.2%
-$15.4K
$8.73M3.41%23,258
+109
+0.5%
+$40.9K
$7M2.74%45,278
-154
-0.3%
-$23.8K
$6.93M2.71%286,360
+31,088
+12%
+$753K
$6.53M2.55%24,023
+3,190
+15%
+$867K
$6.28M2.46%57,947
-25,868
-31%
-$2.8M
$5.58M2.18%33,347
-10,778
-24%
-$1.8M
$5.57M2.18%28,735
+3,663
+15%
+$711K
$5.31M2.08%20,485
-29
-0.1%
-$7.52K
$4.59M1.79%18,712
+122
+0.7%
+$29.9K
$4.43M1.73%12,076
-6
-0.1%
-$2.2K
$4.35M1.7%209,486
+34,019
+19%
+$706K
$3.76M1.47%53,035
+1,445
+3%
+$102K
$2.86M1.12%3,458
-177
-5%
-$146K
$2.66M1.04%17,719
+57
+0.3%
+$8.55K
$2.51M0.98%16,349
-762
-4%
-$117K
$2.51M0.98%2,692
+44
+2%
+$41K
$2.45M0.96%4,252
-2
-0.1%
-$1.15K
$2.45M0.96%5,479
+46
+0.9%
+$20.6K
$2.4M0.94%2,539
+162
+7%
+$153K