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
$243M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.71M
3 +$1.69M
4
CB icon
Chubb
CB
+$1.63M
5
INTC icon
Intel
INTC
+$1.57M

Top Sells

1 +$957K
2 +$503K
3 +$272K
4
UFPI icon
UFP Industries
UFPI
+$236K
5
ANSS
Ansys
ANSS
+$215K

Sector Composition

1 Healthcare 22.45%
2 Technology 21.69%
3 Industrials 15.7%
4 Financials 9.77%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,260
77
-2,200
78
-7,200