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
101
$504K 0.1%
2,876
+116
102
$502K 0.1%
3,383
+127
103
$492K 0.1%
1,495
+233
104
$490K 0.1%
1,615
-72
105
$489K 0.1%
7,634
+1,071
106
$488K 0.1%
3,010
-234
107
$486K 0.1%
998
+45
108
$486K 0.1%
2,438
+285
109
$485K 0.1%
1,849
-34
110
$484K 0.1%
6,370
-36
111
$479K 0.1%
7,107
+281
112
$477K 0.1%
9,672
+691
113
$472K 0.1%
1,506
+66
114
$472K 0.1%
979
+78
115
$470K 0.1%
7,459
+413
116
$468K 0.1%
693
+101
117
$460K 0.1%
2,895
-444
118
$460K 0.1%
1,931
+157
119
$458K 0.1%
989
+19
120
$453K 0.09%
12,150
+4
121
$451K 0.09%
1,027
-3
122
$449K 0.09%
1,665
+67
123
$448K 0.09%
2,834
-909
124
$447K 0.09%
4,414
+196
125
$443K 0.09%
6,457
+239
3 4
5
6 7