MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
This Quarter Return
+12.85%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$96.2M
AUM Growth
–
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.6%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Philip Morris
PM
|
$4.46M |
| 2 |
Amazon
AMZN
|
$4.24M |
| 3 |
Apple
AAPL
|
$3.58M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$3.36M |
| 5 |
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% |
