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

Top Buys

1 +$5.88M
2 +$1.02M
3 +$558K
4
CELG
Celgene Corp
CELG
+$515K
5
DIS icon
Walt Disney
DIS
+$481K

Top Sells

1 +$571K
2 +$563K
3 +$532K
4
MSFT icon
Microsoft
MSFT
+$450K
5
SJM icon
J.M. Smucker
SJM
+$423K

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