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
$265M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$1.02M
3 +$570K
4
CELG
Celgene Corp
CELG
+$522K
5
DIS icon
Walt Disney
DIS
+$507K

Top Sells

1 +$606K
2 +$601K
3 +$566K
4
MSFT icon
Microsoft
MSFT
+$475K
5
GILD icon
Gilead Sciences
GILD
+$433K

Sector Composition

1 Healthcare 23.64%
2 Technology 22.16%
3 Industrials 14.49%
4 Financials 12.07%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.08%
+1,215
77
$210K 0.08%
1,275