MOODY LYNN & LIEBERSON, INC. Information

ONE BOSTON PLACE, BOSTON, Massachusetts, 02108, (617) 973-0590

Report Date: 03/31/2015

Position Statistics

Total Positions 215
New Positions 27
Increased Positions 77
Decreased Positions 110
Positions with Activity 187
Sold Out Positions 34
Total Mkt Value (in $ millions) 640

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.4%
Capital Goods 2.55%
Conglomerates
Consumer Cyclical 6.17%
Consumer/Non-Cyclical 3.9%
Energy 4.32%
Financial 30.64%
Healthcare 21.53%
Services 12.04%
Technology 11.66%
Transportation 1.4%
Utilities 2.09%

215 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASTERCARD INC CL A 22,212 4,394 24.66 225,706
CELGENE CORP COM 21,283 -1,175 (5.23) 161,382
AMGEN INC COM 20,255 -298 (1.45) 117,975
DISNEY WALT CO COM DISNEY 20,117 -1,298 (6.06) 167,598
APPLE INC COM 20,083 -1,172 (5.51) 164,117
ISHARES MSCI GERMANY ETF 19,181 19,181 New 683,561
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 16,857 16,350 3,228.30 420,997
BIOGEN INC COM 16,127 -138 (0.85) 50,875
FACEBOOK INC CL A 16,108 1,349 9.14 169,185
MEDTRONIC PLC SHS 15,939 -2,467 (13.4) 203,620
BERKSHIRE HATHAWAY INC DEL CL B NEW 14,759 -4,609 (23.8) 103,317
WALGREENS BOOTS ALLIANCE INC COM 12,752 -426 (3.23) 132,093
NIKE INC CL B 12,089 -114 (0.93) 105,110
GENUINE PARTS CO COM 11,689 -108 (0.91) 131,911
ALLERGAN PLC SHS 11,607 2,017 21.03 35,294
VISA INC COM CL A 11,413 6,209 119.34 149,420
WELLS FARGO & CO NEW COM 10,596 -93 (0.87) 182,225
LOWES COS INC COM 10,400 40 .39 151,028
NOVARTIS A G SPONSORED ADR 10,361 10,361 New 100,421
MERCK & CO INC NEW COM 9,682 -273 (2.74) 165,450