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
$257M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.07M
3 +$793K
4
AMZN icon
Amazon
AMZN
+$649K
5
PYPL icon
PayPal
PYPL
+$488K

Top Sells

1 +$1.16M
2 +$770K
3 +$702K
4
ORCL icon
Oracle
ORCL
+$453K
5
CELG
Celgene Corp
CELG
+$396K

Sector Composition

1 Healthcare 22.92%
2 Technology 21.37%
3 Industrials 14.07%
4 Financials 11.75%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,500