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
$148M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.2M
3 +$460K
4
BAC icon
Bank of America
BAC
+$232K
5
MSFT icon
Microsoft
MSFT
+$225K

Top Sells

1 +$1.34M
2 +$1.18M
3 +$647K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$523K
5
XYL icon
Xylem
XYL
+$320K

Sector Composition

1 Healthcare 23.42%
2 Technology 18.07%
3 Financials 15.92%
4 Consumer Discretionary 11.81%
5 Communication Services 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.14%
2,428
-2,148
52
-15,000