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
$279M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$318K
3 +$251K
4
PYPL icon
PayPal
PYPL
+$224K
5
META icon
Meta Platforms (Facebook)
META
+$221K

Top Sells

1 +$1.56M
2 +$708K
3 +$497K
4
MA icon
Mastercard
MA
+$478K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$466K

Sector Composition

1 Healthcare 22.91%
2 Technology 22.51%
3 Industrials 13.29%
4 Financials 11.72%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,750