MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
1-Year Est. Return
24.06%
1 Year Est. Return
+24.06%
AUM
$290M
AUM Growth
+$34.5M
(+13%)
Holding
166
Top Buys
| 1 | +$3.82M | |
| 2 | +$1.78M | |
| 3 | +$1.02M | |
| 4 |
Waste Management
WM
|
+$771K |
| 5 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$761K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$967K | |
| 3 | +$469K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$235K |
| 5 |
Kimberly-Clark
KMB
|
+$220K |
Sector Composition
| 1 | Technology | 21.45% |
| 2 | Financials | 12.92% |
| 3 | Consumer Discretionary | 9.95% |
| 4 | Industrials | 7.2% |
| 5 | Communication Services | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Check Point Software Technologies
CHKP
$20.8B
| $220K | 0.08% |
993
|
|
||
152
Raymond James Financial
RJF
$32.9B
| $219K | 0.08% |
+1,425
|
|
||
153
Vanguard Utilities ETF
VPU
$7.96B
| $216K | 0.07% |
1,221
|
|
||
154
Adobe
ADBE
$145B
| $213K | 0.07% |
551
-18
|
|
||
155
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
| $212K | 0.07% |
+9,439
|
|
||
156
US Bancorp
USB
$73.9B
| $212K | 0.07% |
4,685
-728
|
|
||
157
iShares Core S&P 500 ETF
IVV
$666B
| $212K | 0.07% |
+341
|
|
||
158
Duke Energy
DUK
$99.7B
| $206K | 0.07% |
1,748
+5
|
|
||
159
Fastenal
FAST
$49.4B
| $205K | 0.07% |
+4,870
|
|
||
160
Trade Desk
TTD
$26.1B
| $202K | 0.07% |
+2,803
|
|
||
161
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.6B
| $202K | 0.07% |
2,117
-1,082
|
|
||
162
Abbott
ABT
$224B
| $201K | 0.07% |
+1,479
|
|
||
163
Opko Health
OPK
$1.2B
| $31.9K | 0.01% |
24,153
|
|
||
164
Accenture
ACN
$152B
| – | – |
-665
|
|
||
|
165
Kimberly-Clark
KMB
$40B
| – | – |
-1,546
|
|
||
166
Thermo Fisher Scientific
TMO
$211B
| – | – |
-421
|
|