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
126
$336K 0.17%
931
-10
127
$336K 0.17%
5,268
+619
128
$335K 0.17%
1,692
+1
129
$335K 0.17%
584
130
$333K 0.17%
1,717
131
$328K 0.16%
3,180
+1
132
$327K 0.16%
5,355
-115
133
$323K 0.16%
5,307
134
$322K 0.16%
741
+30
135
$306K 0.15%
3,569
136
$305K 0.15%
7,849
-1,636
137
$304K 0.15%
3,942
+87
138
$297K 0.15%
2,665
+69
139
$292K 0.15%
8,154
140
$284K 0.14%
2,439
141
$281K 0.14%
18,294
142
$281K 0.14%
2,971
-605
143
$276K 0.14%
850
144
$274K 0.14%
1,029
145
$268K 0.13%
1,954
146
$267K 0.13%
681
147
$265K 0.13%
9,856
-814
148
$264K 0.13%
8,821
-827
149
$262K 0.13%
1,229
-331
150
$261K 0.13%
+1,116
4 5
6
7 8