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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 8.07%
75,410
-5,595
2
$9.26M 5.15%
24,622
-3,701
3
$7.02M 3.9%
19,679
-2,108
4
$6.65M 3.7%
43,749
+93
5
$6.53M 3.63%
280,472
+16,843
6
$5.95M 3.31%
23,929
-399
7
$5.46M 3.03%
110,180
-6,560
8
$5.44M 3.02%
38,918
-1,090
9
$5.18M 2.88%
46,400
-20
10
$5.05M 2.81%
20,979
-853
11
$4.2M 2.34%
12,128
+52
12
$3.14M 1.75%
18,434
+1,267
13
$3.05M 1.69%
17,909
-195
14
$3.04M 1.69%
50,055
-2,272
15
$2.87M 1.59%
16,878
+69
16
$2.55M 1.42%
17,617
-1,939
17
$2.47M 1.37%
15,735
-1,625
18
$2.44M 1.36%
5,381
+199
19
$2.26M 1.26%
3,876
+519
20
$1.98M 1.1%
4,081
-302
21
$1.91M 1.06%
9,127
-165
22
$1.83M 1.02%
14,054
+545
23
$1.75M 0.97%
2,646
-18
24
$1.71M 0.95%
5,922
+71
25
$1.69M 0.94%
44,898
+578
1
2 3 4 5