MJP

Michael J. Puzo Portfolio holdings

AUM $367M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$737K
2 +$531K
3 +$411K
4
ADP icon
Automatic Data Processing
ADP
+$322K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$317K

Top Sells

1 +$805K
2 +$542K
3 +$213K
4
COST icon
Costco
COST
+$203K
5
WBA
Walgreens Boots Alliance
WBA
+$199K

Sector Composition

1 Healthcare 23.38%
2 Technology 21.17%
3 Industrials 16.14%
4 Financials 8.65%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,345
77
-2,335