MJB
Mark J. Bradley Portfolio holdings
AUM
$101M
This Quarter Return
+11.23%
1 Year Return
+29.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.41%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PayPal
PYPL
|
$8.22M |
| 2 |
Apple
AAPL
|
$8.19M |
| 3 |
Mastercard
MA
|
$6.61M |
| 4 |
Procter & Gamble
PG
|
$5.57M |
| 5 |
Johnson & Johnson
JNJ
|
$5.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 24.16% |
| 2 | Technology | 18.19% |
| 3 | Financials | 15.83% |
| 4 | Consumer Discretionary | 11.28% |
| 5 | Communication Services | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Evolent Health
EVH
$1.12B
| $240K | 0.17% |
+15,000
| New | +$240K |
|