MIM

Moseley Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 26.56%
This Quarter Est. Return
1 Year Est. Return
+26.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$3.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M
5
ACWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.28%
+2,120
102
$262K 0.27%
+2,022
103
$259K 0.27%
+2,488
104
$257K 0.27%
+7,346
105
$255K 0.27%
+4,972
106
$252K 0.26%
+4,531
107
$250K 0.26%
+4,807
108
$250K 0.26%
+2,973
109
$247K 0.26%
+2,298
110
$245K 0.25%
+4,682
111
$240K 0.25%
+1,075
112
$233K 0.24%
+1,329
113
$226K 0.24%
+6,213
114
$225K 0.23%
+1,368
115
$225K 0.23%
+7,891
116
$225K 0.23%
+908
117
$223K 0.23%
+4,461
118
$217K 0.23%
+5,000
119
$214K 0.22%
+1,174
120
$212K 0.22%
+4,731
121
$211K 0.22%
+11,063
1 2 3 4
5