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
1
$11.1M 5.57%
78,145
-60
2
$8.89M 4.44%
101,606
-6,696
3
$7.32M 3.66%
44,600
-380
4
$6.48M 3.24%
22,402
+689
5
$4.99M 2.5%
36,560
-160
6
$3.93M 1.96%
49,141
-10,185
7
$3.67M 1.83%
13,292
-60
8
$3.55M 1.77%
39,558
+1,763
9
$3.47M 1.73%
42,316
+1,547
10
$3.23M 1.62%
9,804
+139
11
$3.23M 1.61%
155,530
+1,130
12
$3.04M 1.52%
38,366
+1,286
13
$3.01M 1.5%
19,953
-851
14
$2.89M 1.45%
10,923
+2,933
15
$2.88M 1.44%
57,563
+7,815
16
$2.68M 1.34%
48,977
+75
17
$2.68M 1.34%
54,271
+5,368
18
$2.64M 1.32%
15,813
+163
19
$2.62M 1.31%
25,489
+688
20
$2.6M 1.3%
17,233
+310
21
$2.56M 1.28%
9,918
+1,113
22
$2.42M 1.21%
15,092
+160
23
$2.39M 1.2%
47,775
-1,733
24
$2.37M 1.19%
5,834
-50
25
$2.35M 1.17%
18,249
+1,284
1
2 3 4 5