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
$150M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$429K
2 +$307K
3 +$277K
4
DOCU icon
DocuSign
DOCU
+$203K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$68.1K

Top Sells

1 +$1.32M
2 +$805K
3 +$768K
4
AAPL icon
Apple
AAPL
+$618K
5
MA icon
Mastercard
MA
+$494K

Sector Composition

1 Healthcare 23.07%
2 Technology 18.89%
3 Financials 15.81%
4 Consumer Discretionary 11.81%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,428