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
51
$1.18M 0.59%
48,418
+552
52
$1.17M 0.58%
27,204
+792
53
$1.16M 0.58%
15,537
+1
54
$1.15M 0.57%
8,205
+1
55
$1.14M 0.57%
8,912
+248
56
$1.13M 0.57%
11,062
-164
57
$1.12M 0.56%
3,829
+278
58
$1.11M 0.56%
4,815
+169
59
$1.09M 0.55%
10,001
+614
60
$1.09M 0.54%
6,198
61
$1.09M 0.54%
5,542
-144
62
$1.07M 0.53%
4,145
+111
63
$1.06M 0.53%
4,830
-1,001
64
$1.02M 0.51%
8,058
+158
65
$1.01M 0.5%
547
66
$984K 0.49%
5,505
-55
67
$951K 0.48%
7,476
68
$923K 0.46%
1,987
69
$917K 0.46%
4,960
+125
70
$860K 0.43%
3,807
+80
71
$853K 0.43%
1,283
+10
72
$846K 0.42%
6,200
73
$825K 0.41%
3,568
+16
74
$818K 0.41%
9,356
+461
75
$811K 0.41%
7,775
-198
1 2
3
4 5