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
$153M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$887K
3 +$606K
4
AKAM icon
Akamai
AKAM
+$465K
5
CRM icon
Salesforce
CRM
+$337K

Top Sells

1 +$1.24M
2 +$680K
3 +$677K
4
ATR icon
AptarGroup
ATR
+$647K
5
AAPL icon
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 Change
in Stake
Capital Flow
51
-1,993