MA

MJP Associates Portfolio holdings

AUM $674M
1-Year Est. Return 13.82%
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.46M
3
+$2.35M
4
MRVL icon
Marvell Technology
MRVL
+$1.07M
5
AME icon
Ametek
AME
+$674K

Top Sells

1
+$2.17M
2
+$2.01M
3
+$1.06M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$901K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$753K

Sector Composition

1 Technology 14.23%
2 Healthcare 3.86%
3 Financials 2.99%
4 Industrials 2.75%
5 Communication Services 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.23%
5,597
-7
52
$1.1M 0.23%
3,189
-10
53
$1.07M 0.22%
4,734
+51
54
$1.07M 0.22%
9,260
+1,483
55
$969K 0.2%
1,753
+72
56
$963K 0.2%
2,182
+230
57
$951K 0.2%
4,845
+595
58
$935K 0.19%
12,566
+1,615
59
$920K 0.19%
6,291
-1,660
60
$905K 0.19%
8,319
+2,417
61
$901K 0.19%
3,721
62
$899K 0.19%
4,542
+600
63
$898K 0.19%
2,876
-39
64
$890K 0.19%
10,586
+2,567
65
$885K 0.18%
22,257
-688
66
$867K 0.18%
9,731
+1,596
67
$817K 0.17%
4,763
-136
68
$802K 0.17%
12,798
+1,548
69
$793K 0.17%
8,590
+340
70
$765K 0.16%
7,273
+1,807
71
$755K 0.16%
4,579
-180
72
$753K 0.16%
2,446
+196
73
$752K 0.16%
43,312
-2,769
74
$726K 0.15%
9,987
+1,701
75
$725K 0.15%
882
+40
1 2
3
4 5