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
101
$401K 0.23%
6,533
+77
102
$400K 0.23%
4,912
+1,398
103
$394K 0.23%
1,608
-725
104
$392K 0.23%
+8,404
105
$391K 0.23%
1,434
+375
106
$381K 0.22%
817
-895
107
$374K 0.22%
2,440
+250
108
$356K 0.21%
4,060
+300
109
$344K 0.2%
22,686
-2,322
110
$326K 0.19%
+4,296
111
$326K 0.19%
10,574
+1,851
112
$320K 0.19%
4,959
-284
113
$317K 0.18%
8,225
-2,655
114
$316K 0.18%
4,054
+803
115
$315K 0.18%
2,429
+195
116
$312K 0.18%
1,396
+2
117
$299K 0.17%
418
+136
118
$295K 0.17%
3,569
-480
119
$287K 0.17%
575
120
$282K 0.16%
1,717
+19
121
$280K 0.16%
+1,830
122
$280K 0.16%
1,979
-207
123
$279K 0.16%
3,047
-669
124
$278K 0.16%
+18,294
125
$276K 0.16%
14,105
+1,485
3 4
5
6 7