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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$735K
2 +$727K
3 +$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1 +$1.39M
2 +$1.08M
3 +$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.67M 0.93%
11,188
+1,806
27
$1.65M 0.92%
11,180
-5,692
28
$1.59M 0.88%
6,103
+414
29
$1.58M 0.88%
6,183
+472
30
$1.5M 0.84%
18,968
+1,595
31
$1.45M 0.81%
7,354
+467
32
$1.37M 0.76%
3,869
-203
33
$1.37M 0.76%
10,454
+53
34
$1.34M 0.75%
50,913
+666
35
$1.19M 0.66%
8,111
-137
36
$1.19M 0.66%
754
-114
37
$1.17M 0.65%
49,015
+30,766
38
$1.16M 0.65%
2,392
-201
39
$1.16M 0.65%
7,502
-4,547
40
$1.15M 0.64%
28,785
-5,000
41
$1.14M 0.64%
3,674
+85
42
$1.14M 0.63%
4,793
+555
43
$1.11M 0.62%
2,113
+1,380
44
$1.1M 0.61%
16,102
-3,805
45
$1.09M 0.61%
4,161
-357
46
$1.08M 0.6%
11,932
-1,826
47
$1.02M 0.57%
24,703
-523
48
$970K 0.54%
8,693
+45
49
$939K 0.52%
14,128
-604
50
$934K 0.52%
11,332
+169