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
$107M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$403K
2 +$324K
3 +$319K
4
IDXX icon
Idexx Laboratories
IDXX
+$240K
5
HDS
HD Supply Holdings, Inc.
HDS
+$217K

Sector Composition

1 Consumer Staples 11.8%
2 Technology 9.91%
3 Financials 9.51%
4 Communication Services 9.49%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,731
127
-1,075
128
-5,889
129
-5,000