MOODY LYNN & LIEBERSON, INC. logo

MOODY LYNN & LIEBERSON, INC. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MOODY LYNN & LIEBERSON, INC. with $1.8B in long positions as of Q3 2025, 28% allocated to Technology, and 44% concentrated in top 10 positions.

Portfolio Value
$1.8B
Top 10 Concentration
44%
Top Sector
Technology (28%)
US Exposure
95%
Market Cap Focus
Mega Cap
Countries
8

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 27.90%TechnologyFinancial Services: 16.80%Financial ServicesHealthcare: 14.20%HealthcareIndustrials: 9.30%IndustrialsCommunication Services: 8.90%Communication ServicesConsumer Cyclical: 6.40%ETF: 3.30%Consumer Defensive: 2.40%Utilities: 2.30%Basic Materials: 2.20%Energy: 1.60%Real Estate: 0.40%
Technology
27.90%
Financial Services
16.80%
Healthcare
14.20%
Industrials
9.30%
Communication Services
8.90%
Consumer Cyclical
6.40%
ETF
3.30%
Consumer Defensive
2.40%
Utilities
2.30%
Basic Materials
2.20%
Energy
1.60%
Real Estate
0.40%

Industry Breakdown

75 industries across all sectors

Semiconductors: 13.93%SemiconductorsDrug Manufacturers - General: 7.54%Software - Infrastructure: 6.81%Internet Content & Information: 6.49%Banks - Diversified: 4.45%Consumer Electronics: 3.84%Specialty Retail: 3.78%Medical - Devices: 3.75%Financial - Credit Services: 3.47%ETF: 3.29%Asset Management: 2.78%Aerospace & Defense: 2.78%Financial - Capital Markets: 2.64%Insurance - Diversified: 2.44%Entertainment: 2.39%Waste Management: 2.34%Software - Application: 2.16%Industrial - Machinery: 2.13%Chemicals - Specialty: 2.01%56 more: 16.69%56 more
Semiconductors
Technology
13.93%
Drug Manufacturers - General
Healthcare
7.54%
Software - Infrastructure
Technology
6.81%
Internet Content & Information
Communication Services
6.49%
Banks - Diversified
Financial Services
4.45%
Consumer Electronics
Technology
3.84%
Specialty Retail
Consumer Cyclical
3.78%
Medical - Devices
Healthcare
3.75%
Financial - Credit Services
Financial Services
3.47%
ETF
ETF
3.29%
Asset Management
Financial Services
2.78%
Aerospace & Defense
Industrials
2.78%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 64.63%Mega Cap (> $200B)Large Cap ($10B - $200B): 27.22%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.34%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.28%N/A (ETF or Unknown): 7.51%
Mega Cap (> $200B)
64.63%
Large Cap ($10B - $200B)
27.22%
Mid Cap ($2B - $10B)
0.34%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.28%
N/A (ETF or Unknown)
7.51%

Portfolio Concentration

Top 10 Holdings %
44.38%
Top 20 Holdings %
65.67%
Top 50 Holdings %
87.86%
Top 100 Holdings %
96.06%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.62%
International
5.38%
Countries
8
Largest Int'l Market
United Kingdom - 2.41%
United States of America
94.62% ($1.7B)
213 holdings
United Kingdom
2.41% ($44.1M)
3 holdings
Ireland
2.01% ($36.8M)
4 holdings
Canada
0.37% ($6.8M)
5 holdings
Luxembourg
0.30% ($5.6M)
1 holdings
Israel
0.23% ($4.3M)
2 holdings
Switzerland
0.03% ($560.5K)
2 holdings
Uruguay
0.01% ($203.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
35.8 quarters
Avg. Top 20
31.4 quarters
Avg. All Positions
21.7 quarters
Median Holding Period
19 quarters
Persistence Rate
83.12%
Persistent Holdings Weight
96.26%
Persistent Positions
192
Longest Held
Altria Group, Inc. logo
Altria Group, Inc.MO - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.09%
Avg. Position Weight
0.43%
Largest Position
Broadcom Inc. Common Stock logo
Broadcom Inc. Common StockAVGO - 6.96%
Largest Ownership Stake
Builders FirstSource, Inc. logo
Builders FirstSource, Inc.BLDR - 0.07%
Avg. Ownership Stake
0.009%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.50%
Avg. Ownership Stake
0.01%
Largest Position
EWG
iShares MSCI Germany ETFEWG - 51.34% (Q4 2013)
Largest Ownership Stake
Relmada Therapeutics, Inc. Common Stock logo
Relmada Therapeutics, Inc. Common StockRLMD - 0.23% (Q3 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
4.8%
Value Traded
$87.56M
Positions Added
10
Positions Exited
18

Historical (Since Q2 2013)

Avg. Turnover Ratio
17.3%
Avg. Positions Added
16
Avg. Positions Exited
20
Highest Turnover
39.0%
Q3 2015
Lowest Turnover
4.8%
Q3 2025

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