MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.72M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.67M
5
BN icon
Brookfield
BN
+$1.19M

Top Sells

1
+$813K
2
+$478K
3
+$457K
4
TMO icon
Thermo Fisher Scientific
TMO
+$417K
5
SBUX icon
Starbucks
SBUX
+$364K

Sector Composition

1 Technology 28.05%
2 Consumer Discretionary 9.83%
3 Financials 8.78%
4 Communication Services 8.75%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.03%
5,002
+518
27
$1.74M 1.01%
5
28
$1.72M 1%
+772
29
$1.69M 0.98%
17,683
+2,583
30
$1.67M 0.97%
+10,512
31
$1.61M 0.94%
6,892
-1,304
32
$1.51M 0.88%
30,137
+14,127
33
$1.45M 0.84%
6,645
+2,314
34
$1.44M 0.84%
6,776
+866
35
$1.41M 0.82%
6,443
+200
36
$1.39M 0.81%
12,661
-73
37
$1.36M 0.79%
4,966
+523
38
$1.34M 0.78%
9,489
-2,564
39
$1.31M 0.76%
781
+52
40
$1.25M 0.73%
22,715
+2,497
41
$1.25M 0.72%
5,604
+534
42
$1.24M 0.72%
2,288
+127
43
$1.22M 0.71%
9,521
+2,611
44
$1.19M 0.69%
+35,951
45
$1.17M 0.68%
4,287
+868
46
$1.13M 0.66%
8,122
+152
47
$1.13M 0.65%
25,730
-600
48
$1.11M 0.64%
9,800
+3,390
49
$1.05M 0.61%
+11,078
50
$1.04M 0.6%
3,065
+360
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