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

Top Buys

1 +$1.34M
2 +$843K
3 +$662K
4
AKAM icon
Akamai
AKAM
+$436K
5
CRM icon
Salesforce
CRM
+$372K

Top Sells

1 +$1.24M
2 +$1.02M
3 +$724K
4
ATR icon
AptarGroup
ATR
+$658K
5
XYL icon
Xylem
XYL
+$516K

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