MIM

Moseley Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 26.56%
This Quarter Est. Return
1 Year Est. Return
+26.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$3.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Technology 10.32%
3 Communication Services 10.16%
4 Financials 8.92%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.46M 4.64%
+50,439
2
$4.24M 4.41%
+47,580
3
$3.58M 3.72%
+75,416
4
$3.36M 3.49%
+16,720
5
$3.19M 3.32%
+44,262
6
$2.87M 2.98%
+57,086
7
$2.79M 2.9%
+23,684
8
$2.73M 2.83%
+46,320
9
$2.11M 2.19%
+35,651
10
$2.03M 2.11%
+18,498
11
$1.9M 1.97%
+33,024
12
$1.84M 1.92%
+22,908
13
$1.59M 1.65%
+14,304
14
$1.58M 1.65%
+8,243
15
$1.58M 1.64%
+7,858
16
$1.5M 1.56%
+10,732
17
$1.39M 1.44%
+24,424
18
$1.25M 1.3%
+10,159
19
$1.23M 1.28%
+52,052
20
$1.21M 1.25%
+13,617
21
$1.17M 1.21%
+15,466
22
$1.15M 1.2%
+9,402
23
$1.13M 1.18%
+3,778
24
$1.12M 1.16%
+10,725
25
$1.11M 1.16%
+22,943
1
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