MA
McBroom & Associates Portfolio holdings
AUM
$175M
This Quarter Return
-3.38%
1 Year Return
+27.01%
3 Year Return
+156.54%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-0.92%)
Cap. Flow
+$6.84M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
50.89%
Holding
38
New
1
Increased
27
Reduced
7
Closed
2
Top Buys
| 1 |
Zoetis
ZTS
|
$696K |
| 2 |
The Mosaic Company
MOS
|
$451K |
| 3 |
JPMorgan Chase
JPM
|
$333K |
| 4 |
Johnson & Johnson
JNJ
|
$329K |
| 5 |
TJX Companies
TJX
|
$316K |
Top Sells
Sector Composition
| 1 | Technology | 25.54% |
| 2 | Consumer Discretionary | 25.02% |
| 3 | Healthcare | 12.91% |
| 4 | Industrials | 9.92% |
| 5 | Consumer Staples | 5.7% |
