MOODY LYNN & LIEBERSON, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 219
New Positions 29
Increased Positions 73
Decreased Positions 132
Positions with Activity 205
Sold Out Positions 31
Total Mkt Value (in $ millions) 714

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

Sector Weighting

Basic Materials 1.54%
Capital Goods 2.35%
Conglomerates
Consumer Cyclical 5.87%
Consumer/Non-Cyclical 7.42%
Energy 6.13%
Financial 23.05%
Healthcare 21.39%
Services 11.85%
Technology 11.89%
Transportation 3.52%
Utilities 1.82%

219 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN INC COM 22,057 185 .85 51,311
APPLE INC COM 21,407 14,348 203.23 173,691
CELGENE CORP COM 20,211 281 1.41 170,295
BERKSHIRE HATHAWAY INC DEL CL B NEW 19,508 -260 (1.32) 135,579
AMGEN INC COM 19,464 -472 (2.37) 119,710
DISNEY WALT CO COM DISNEY 18,819 1,218 6.92 178,412
SPDR S&P 500 ETF TR TR UNIT 18,283 12,940 242.19 88,867
MEDTRONIC PLC SHS 18,195 -202 (1.1) 235,139
MICROSOFT CORP COM 17,559 -451 (2.5) 428,575
JOHNSON & JOHNSON COM 15,860 -956 (5.68) 158,066
MASTERCARD INC CL A 15,797 -1,357 (7.91) 181,060
ECOLAB INC COM 14,080 687 5.13 123,248
FACEBOOK INC CL A 12,913 2,622 25.49 155,014
GENUINE PARTS CO COM 12,371 454 3.81 133,126
UNION PAC CORP COM 11,684 -6,042 (34.09) 107,746
WALGREENS BOOTS ALLIANCE INC COM 11,643 2,190 23.17 136,507
LOWES COS INC COM 11,084 11,084 New 150,448
AMERICAN INTL GROUP INC COM NEW 10,717 -126 (1.16) 198,353
NIKE INC CL B 10,597 6,580 163.83 106,098
TEVA PHARMACEUTICAL INDS LTD ADR 10,214 2,346 29.82 164,800