MJP
Michael J. Puzo Portfolio holdings
AUM
$351M
This Quarter Return
-0.05%
1 Year Return
+12.34%
3 Year Return
+65.3%
5 Year Return
+106.55%
10 Year Return
+254.06%
AUM
$155M
AUM Growth
+$155M
(-0.87%)
Cap. Flow
-$389K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
130
New
4
Increased
39
Reduced
34
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$724K |
| 2 |
Unilever
UL
|
$418K |
| 3 |
Mastercard
MA
|
$299K |
| 4 |
RTX Corp
RTX
|
$223K |
| 5 |
Apple
AAPL
|
$198K |
Top Sells
| 1 |
ABB
ABB Ltd.
ABB
|
$708K |
| 2 |
MON
Monsanto Co
MON
|
$364K |
| 3 |
Cenovus Energy
CVE
|
$261K |
| 4 |
Deere & Co
DE
|
$248K |
| 5 |
Caterpillar
CAT
|
$200K |
Sector Composition
| 1 | Healthcare | 22.33% |
| 2 | Technology | 21.66% |
| 3 | Industrials | 16.76% |
| 4 | Energy | 9.45% |
| 5 | Financials | 7.08% |
