MJP
Michael J. Puzo Portfolio holdings
AUM
$351M
This Quarter Return
-6.51%
1 Year Return
+12.34%
3 Year Return
+65.3%
5 Year Return
+106.55%
10 Year Return
+254.06%
AUM
$141M
AUM Growth
+$141M
(-9.3%)
Cap. Flow
-$2.64M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
128
New
6
Increased
35
Reduced
47
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.25M |
| 2 |
Unilever
UL
|
$526K |
| 3 |
Chubb
CB
|
$430K |
| 4 |
Apple
AAPL
|
$161K |
| 5 |
Rockwell Automation
ROK
|
$116K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.47M |
| 2 |
ABB
ABB Ltd.
ABB
|
$743K |
| 3 |
Chevron
CVX
|
$426K |
| 4 |
United Natural Foods
UNFI
|
$416K |
| 5 |
Qualcomm
QCOM
|
$338K |
Sector Composition
| 1 | Healthcare | 22.47% |
| 2 | Technology | 21.74% |
| 3 | Industrials | 16.07% |
| 4 | Energy | 7.99% |
| 5 | Financials | 7.49% |
