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
151
$367K 0.08%
+1,640
152
$364K 0.08%
7,467
+630
153
$361K 0.08%
1,489
+106
154
$358K 0.07%
5,295
+269
155
$353K 0.07%
11,500
+752
156
$349K 0.07%
1,085
+15
157
$339K 0.07%
1,096
+42
158
$338K 0.07%
1,919
+36
159
$336K 0.07%
2,988
-239
160
$335K 0.07%
2,661
+149
161
$334K 0.07%
748
+42
162
$333K 0.07%
1,471
-6
163
$331K 0.07%
1,994
+158
164
$328K 0.07%
997
+62
165
$325K 0.07%
2,516
+102
166
$325K 0.07%
2,575
+156
167
$318K 0.07%
4,159
+401
168
$313K 0.07%
659
+35
169
$306K 0.06%
1,323
+20
170
$300K 0.06%
10,214
+934
171
$296K 0.06%
633
-6
172
$294K 0.06%
628
+85
173
$294K 0.06%
883
-4
174
$292K 0.06%
3,282
+229
175
$292K 0.06%
3,686
+250
5 6
7
8 9