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
51
$1.04M 0.6%
28,752
+834
52
$1.02M 0.59%
5,108
+1,527
53
$1M 0.58%
3,952
-270
54
$995K 0.58%
4,328
+1,435
55
$984K 0.57%
17,388
+2,811
56
$946K 0.55%
8,832
+965
57
$929K 0.54%
4,388
+199
58
$916K 0.53%
5,535
-861
59
$904K 0.53%
+17,035
60
$870K 0.51%
7,424
+266
61
$867K 0.5%
+1,987
62
$837K 0.49%
4,690
+275
63
$796K 0.46%
8,682
+1,309
64
$794K 0.46%
1,587
+521
65
$788K 0.46%
3,957
+1,398
66
$782K 0.45%
3,653
+425
67
$750K 0.44%
2,085
+88
68
$746K 0.43%
34,335
-10,271
69
$743K 0.43%
20,197
+390
70
$733K 0.43%
4,967
+466
71
$732K 0.43%
2,403
-99
72
$690K 0.4%
11,431
+1,391
73
$678K 0.39%
6,181
-4,168
74
$669K 0.39%
14,512
+962
75
$646K 0.38%
7,648
+920
1 2
3
4 5