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
201
$233K 0.05%
1,343
-30
202
$229K 0.05%
+598
203
$228K 0.05%
1,066
+21
204
$226K 0.05%
2,179
-192
205
$225K 0.05%
+1,886
206
$222K 0.05%
1,141
-1,897
207
$221K 0.05%
3,154
-74
208
$221K 0.05%
3,755
+7
209
$220K 0.05%
+2,001
210
$219K 0.05%
1,836
+127
211
$218K 0.05%
+489
212
$217K 0.05%
2,321
+153
213
$216K 0.05%
1,100
-30
214
$215K 0.04%
+799
215
$215K 0.04%
1,237
-33
216
$215K 0.04%
8,438
+54
217
$214K 0.04%
7,745
-1,857
218
$213K 0.04%
2,663
+4
219
$210K 0.04%
1,765
+1
220
$207K 0.04%
1,707
+92
221
$206K 0.04%
+4,407
222
$206K 0.04%
+346
223
$205K 0.04%
+2,113
224
$204K 0.04%
+376
225
$204K 0.04%
+1,269
6 7 8
9
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