MJP

Michael J. Puzo Portfolio holdings

AUM $367M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
+12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$817K
2 +$454K
3 +$220K
4
MKTX icon
MarketAxess Holdings
MKTX
+$212K
5
KMB icon
Kimberly-Clark
KMB
+$208K

Top Sells

1 +$617K
2 +$535K
3 +$533K
4
MMM icon
3M
MMM
+$416K
5
ORCL icon
Oracle
ORCL
+$263K

Sector Composition

1 Healthcare 22.72%
2 Technology 21.67%
3 Industrials 15.91%
4 Financials 10.14%
5 Consumer Staples 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,400