MJB
Mark J. Bradley Portfolio holdings
AUM
$101M
This Quarter Return
+10.41%
1 Year Return
+29.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+4.7%)
Cap. Flow
-$3.35M
Cap. Flow
% of AUM
-2.19%
Top 10 Holdings %
Top 10 Hldgs %
37.1%
Holding
51
New
2
Increased
11
Reduced
34
Closed
3
Top Buys
| 1 |
iRhythm Technologies
IRTC
|
$1.72M |
| 2 |
Toronto Dominion Bank
TD
|
$887K |
| 3 |
RB Global
RBA
|
$606K |
| 4 |
Akamai
AKAM
|
$465K |
| 5 |
Salesforce
CRM
|
$337K |
Top Sells
| 1 |
Alibaba
BABA
|
$1.24M |
| 2 |
DocuSign
DOCU
|
$680K |
| 3 |
DexCom
DXCM
|
$677K |
| 4 |
AptarGroup
ATR
|
$647K |
| 5 |
Apple
AAPL
|
$567K |
Sector Composition
| 1 | Healthcare | 23.58% |
| 2 | Technology | 18.13% |
| 3 | Financials | 14.98% |
| 4 | Consumer Discretionary | 10.82% |
| 5 | Industrials | 10.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$227B
| – | – |
-1,905
| Closed | -$264K |
|