MJP
Michael J. Puzo Portfolio holdings
AUM
$351M
This Quarter Return
-2.98%
1 Year Return
+12.34%
3 Year Return
+65.3%
5 Year Return
+106.55%
10 Year Return
+254.06%
AUM
$332M
AUM Growth
+$332M
(-6.2%)
Cap. Flow
-$5.71M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
85
New
3
Increased
16
Reduced
40
Closed
7
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$9.6M |
| 2 |
Medtronic
MDT
|
$1.59M |
| 3 |
NVIDIA
NVDA
|
$1.34M |
| 4 |
Shell
SHEL
|
$857K |
| 5 |
Edwards Lifesciences
EW
|
$472K |
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
$11.6M |
| 2 |
Apple
AAPL
|
$1.41M |
| 3 |
Becton Dickinson
BDX
|
$1.38M |
| 4 |
Unilever
UL
|
$851K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$677K |
Sector Composition
| 1 | Healthcare | 24.77% |
| 2 | Technology | 23.58% |
| 3 | Industrials | 12.45% |
| 4 | Financials | 8.23% |
| 5 | Consumer Discretionary | 6.73% |