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
$332M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$1.59M
3 +$1.34M
4
SHEL icon
Shell
SHEL
+$857K
5
EW icon
Edwards Lifesciences
EW
+$472K

Top Sells

1 +$11.6M
2 +$1.41M
3 +$1.38M
4
UL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,600