MJB

Mark J. Bradley Portfolio holdings

AUM $101M
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$655K
2 +$531K
3 +$433K
4
IRTC icon
iRhythm Holdings
IRTC
+$388K
5
ECL icon
Ecolab
ECL
+$386K

Top Sells

1 +$2.76M
2 +$1.56M
3 +$649K
4
PYPL icon
PayPal
PYPL
+$443K
5
ATR icon
AptarGroup
ATR
+$402K

Sector Composition

1 Healthcare 23.28%
2 Technology 18.15%
3 Financials 15.79%
4 Consumer Discretionary 11.12%
5 Communication Services 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,860