MJB

Mark J. Bradley Portfolio holdings

AUM $101M
1-Year Est. Return 29.27%
This Quarter Est. Return
1 Year Est. Return
+29.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.22M
2 +$8.19M
3 +$6.61M
4
PG icon
Procter & Gamble
PG
+$5.57M
5
JNJ icon
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 Change
in Stake
Capital Flow
51
$240K 0.17%
+15,000