MJRIC

Mogy Joel R Investment Counsel Portfolio holdings

AUM $1.83B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$21.7M
3 +$18.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$17.7M
5
MSFT icon
Microsoft
MSFT
+$17.1M

Top Sells

1 +$333
2 +$226
3 +$216
4
NSC icon
Norfolk Southern
NSC
+$216

Sector Composition

1 Technology 19.6%
2 Healthcare 16.55%
3 Communication Services 13.19%
4 Consumer Discretionary 13.09%
5 Consumer Staples 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-88
127
-310