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
76
$717K 0.15%
11,259
+565
77
$717K 0.15%
4,460
+950
78
$716K 0.15%
3,446
+759
79
$699K 0.15%
848
+117
80
$694K 0.14%
4,863
+398
81
$690K 0.14%
3,166
82
$690K 0.14%
6,948
+286
83
$674K 0.14%
+4,043
84
$669K 0.14%
2,626
-610
85
$663K 0.14%
2,558
+453
86
$625K 0.13%
1,125
-19
87
$602K 0.13%
3,094
+162
88
$589K 0.12%
3,391
+245
89
$587K 0.12%
3,966
+1,081
90
$586K 0.12%
3,746
-31
91
$580K 0.12%
567
+49
92
$560K 0.12%
4,520
-72
93
$547K 0.11%
7,380
+1,146
94
$545K 0.11%
3,594
+1,836
95
$543K 0.11%
6,933
96
$537K 0.11%
2,081
+345
97
$534K 0.11%
2,372
+73
98
$523K 0.11%
3,956
+970
99
$512K 0.11%
958
+45
100
$509K 0.11%
3,002
-1,736
2 3
4
5 6