MIM

Moseley Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 26.56%
This Quarter Est. Return
1 Year Est. Return
+26.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$3.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Technology 10.32%
3 Communication Services 10.16%
4 Financials 8.92%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.12%
+37,858
27
$1.06M 1.1%
+2,773
28
$1.01M 1.05%
+25,068
29
$987K 1.03%
+6,310
30
$977K 1.02%
+20,212
31
$940K 0.98%
+32,305
32
$904K 0.94%
+3
33
$872K 0.91%
+7,922
34
$866K 0.9%
+10,719
35
$837K 0.87%
+186,520
36
$813K 0.85%
+32,214
37
$810K 0.84%
+7,799
38
$801K 0.83%
+7,081
39
$764K 0.79%
+4,894
40
$747K 0.78%
+12,740
41
$727K 0.76%
+2,695
42
$711K 0.74%
+24,762
43
$708K 0.74%
+4,248
44
$687K 0.71%
+3,952
45
$659K 0.69%
+12,280
46
$659K 0.69%
+18,470
47
$634K 0.66%
+5,000
48
$617K 0.64%
+7,650
49
$590K 0.61%
+5,858
50
$576K 0.6%
+10,940
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