MJP

Michael J. Puzo Portfolio holdings

AUM $351M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$847K
3 +$348K
4
IBM icon
IBM
IBM
+$263K
5
XLNX
Xilinx Inc
XLNX
+$261K

Top Sells

1 +$580K
2 +$266K
3 +$245K
4
UNP icon
Union Pacific
UNP
+$238K
5
DE icon
Deere & Co
DE
+$236K

Sector Composition

1 Technology 22.02%
2 Healthcare 21.95%
3 Industrials 17.75%
4 Energy 12.3%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$162K 0.11%
1,817
+142
77
-2,600