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
151
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152
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153
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-1,800
154
– –
-429
155
– –
-1,290
156
– –
-1,856
157
– –
-2,960
158
– –
-4,280
159
– –
-5,676
160
– –
-1,821
3 4 5 6
7