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
126
$271K 0.16%
1,606
+5
127
$269K 0.16%
2,963
128
$266K 0.15%
+711
129
$259K 0.15%
5,548
130
$258K 0.15%
3,037
+367
131
$253K 0.15%
1,254
-470
132
$251K 0.15%
1,229
+1
133
$251K 0.15%
3,747
-3,000
134
$242K 0.14%
+2,602
135
$241K 0.14%
1,072
+102
136
$239K 0.14%
2,487
137
$237K 0.14%
+3,714
138
$237K 0.14%
+677
139
$233K 0.14%
2,174
-3,398
140
$232K 0.13%
1,691
-400
141
$228K 0.13%
1,341
+92
142
$225K 0.13%
+3,702
143
$219K 0.13%
+7,223
144
$219K 0.13%
+5,307
145
$212K 0.12%
+3,287
146
$207K 0.12%
+1,536
147
$206K 0.12%
+3,320
148
$205K 0.12%
6,960
-3,072
149
$202K 0.12%
+3,459
150
$200K 0.12%
4,230
-945
3 4 5
6
7