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
76
$617K 0.36%
16,795
+3,089
77
$608K 0.35%
4,963
+908
78
$602K 0.35%
12,531
+3,264
79
$592K 0.34%
11,293
+489
80
$549K 0.32%
1,457
-753
81
$533K 0.31%
+10,454
82
$531K 0.31%
2,566
+1,057
83
$523K 0.3%
2,351
+631
84
$517K 0.3%
+232
85
$515K 0.3%
7,947
-859
86
$508K 0.3%
18,654
-19
87
$507K 0.29%
1,617
+90
88
$471K 0.27%
+8,934
89
$460K 0.27%
6,199
-1,155
90
$451K 0.26%
8,341
-1
91
$447K 0.26%
+10,354
92
$444K 0.26%
1,144
+233
93
$442K 0.26%
1,237
-302
94
$442K 0.26%
1,309
+30
95
$432K 0.25%
3,613
-239
96
$432K 0.25%
2,694
+4
97
$431K 0.25%
8,220
98
$428K 0.25%
7,742
+87
99
$421K 0.24%
2,161
-485
100
$403K 0.23%
1,841
-5
2 3
4
5 6