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
$200M
AUM Growth
-$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$807K
2 +$776K
3 +$570K
4
BX icon
Blackstone
BX
+$467K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$392K

Top Sells

1 +$1.26M
2 +$814K
3 +$586K
4
UBER icon
Uber
UBER
+$287K
5
AMAT icon
Applied Materials
AMAT
+$285K

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 10.02%
3 Financials 9.44%
4 Communication Services 8.42%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.3M 1.15%
29,517
+491
27
$2.28M 1.14%
9,533
+246
28
$2.14M 1.07%
12,157
+208
29
$1.95M 0.97%
35,868
+506
30
$1.9M 0.95%
6,910
+12
31
$1.79M 0.9%
5,146
+673
32
$1.78M 0.89%
8,247
+267
33
$1.7M 0.85%
21,080
-501
34
$1.67M 0.83%
4,862
-161
35
$1.63M 0.81%
12,040
-40
36
$1.61M 0.8%
10,352
-420
37
$1.56M 0.78%
2,542
-51
38
$1.54M 0.77%
29,161
-741
39
$1.5M 0.75%
13,002
+4,038
40
$1.47M 0.74%
883
+20
41
$1.46M 0.73%
5,865
+757
42
$1.45M 0.72%
32,777
43
$1.39M 0.7%
4,362
-35
44
$1.33M 0.67%
4,112
-17
45
$1.3M 0.65%
17,726
-2,055
46
$1.25M 0.62%
25,600
+1,030
47
$1.2M 0.6%
5,612
+425
48
$1.19M 0.6%
9,334
+8
49
$1.18M 0.59%
4,119
+11
50
$1.18M 0.59%
2,040
+20