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
101
$472K 0.24%
2,056
102
$471K 0.24%
5,823
+357
103
$469K 0.23%
3,187
+82
104
$444K 0.22%
3,016
+1,785
105
$440K 0.22%
3,893
+345
106
$438K 0.22%
1,638
+248
107
$435K 0.22%
21,189
-2,054
108
$425K 0.21%
6,634
+505
109
$420K 0.21%
532
+57
110
$419K 0.21%
9,723
111
$418K 0.21%
5,589
-448
112
$413K 0.21%
15,551
-563
113
$411K 0.21%
2,440
114
$408K 0.2%
7,284
115
$396K 0.2%
1,478
-42
116
$390K 0.2%
1,283
+39
117
$374K 0.19%
974
-50
118
$367K 0.18%
3,091
-186
119
$359K 0.18%
575
120
$355K 0.18%
20,238
121
$346K 0.17%
1,398
122
$343K 0.17%
7,285
-6,105
123
$342K 0.17%
8,858
+1,649
124
$341K 0.17%
2,908
-428
125
$338K 0.17%
402
-39