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
126
$442K 0.09%
9,307
-1,690
127
$434K 0.09%
15,506
-636
128
$428K 0.09%
22,415
+988
129
$425K 0.09%
1,522
+77
130
$424K 0.09%
2,397
+334
131
$415K 0.09%
9,775
+2,085
132
$413K 0.09%
1,731
+34
133
$408K 0.08%
+4,670
134
$406K 0.08%
4,248
+527
135
$405K 0.08%
6,195
+60
136
$403K 0.08%
9,781
+1,200
137
$400K 0.08%
890
-134
138
$396K 0.08%
16,700
139
$393K 0.08%
1,509
+225
140
$392K 0.08%
8,763
+778
141
$388K 0.08%
1,674
+109
142
$386K 0.08%
7,373
+282
143
$386K 0.08%
3,933
+282
144
$385K 0.08%
2,256
+318
145
$382K 0.08%
+702
146
$380K 0.08%
2,929
+504
147
$374K 0.08%
251
-2
148
$368K 0.08%
1,198
+83
149
$367K 0.08%
5,185
+467
150
$367K 0.08%
5,048
+269
4 5
6
7 8