PUZO MICHAEL J Holdings

PUZO MICHAEL J is an investment fund managing more than 263.09M US dollars. The largest holdings include Apple, Automatic Data Processing and Johnson & Johnson. In Q3 2022 the fund bought assets of total value of -1.01M US dollars and sold assets of total value of 15.81M US dollars.

$263.08M

portfolio value

-47.24%

quarter

-146.68%

1 year

-147.17%

3 years

-178.44%

5 years

PUZO MICHAEL J portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	25204000	16567000
Q2 2016	3195000	3109000
Q3 2016	24498000	2927000
Q4 2016	4079000	4734000
Q1 2017	5636000	856000
Q2 2017	6982000	2692000
Q3 2017	4609000	661000
Q4 2017	58337000	12445000
Q1 2018	1720000	9066000
Q2 2018	2536000	864000
Q3 2018	15252000	8332000
Q4 2018	3052000	38842000
Q1 2019	12835000	16827000
Q2 2019	11420000	416000
Q3 2019	7294000	11078000
Q4 2019	4218000	7467000
Q1 2020	-11992000	33741000
Q2 2020	25637000	17265000
Q3 2020	7160000	4941000
Q4 2020	13906000	10485000
Q1 2021	9334000	2749000
Q2 2021	6459000	1414000
Q3 2021	219000	4940000
Q4 2021	28882000	7942000
Q1 2022	3679000	13234000
Q2 2022	-11912000	34682000
Q3 2022	-1010000	15805000

PUZO MICHAEL J 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Consumer Electronics Apple Inc. Portfolio share: 5.24% Portfolio value: 13.79M Avg. open price: $32.4 Current price: $147.81 P/L: +356.22% Sold -5.88% shares Q3 2022	share	5.24%	13.79M	$32.4	$147.81	+356.22%	Sold -5.88% shares Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 4.50% Portfolio value: 11.84M Avg. open price: $96.53 Current price: $269.9 P/L: +179.61% Sold -3.37% shares Q3 2022	share	4.50%	11.84M	$96.53	$269.9	+179.61%	Sold -3.37% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 4.20% Portfolio value: 11.04M Avg. open price: $115.1 Current price: $178.88 P/L: +55.41% Sold -0.17% shares Q3 2022	share	4.20%	11.04M	$115.1	$178.88	+55.41%	Sold -0.17% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 3.91% Portfolio value: 10.28M Avg. open price: $79.89 Current price: $274.23 P/L: +243.27% Sold -1.21% shares Q3 2022	share	3.91%	10.28M	$79.89	$274.23	+243.27%	Sold -1.21% shares Q3 2022
Railroads Canadian National Railway Company Portfolio share: 3.90% Portfolio value: 10.25M Avg. open price: $67.82 Current price: $127.83 P/L: +88.48% Sold -1.25% shares Q3 2022	share	3.90%	10.25M	$67.82	$127.83	+88.48%	Sold -1.25% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 3.78% Portfolio value: 9.94M Avg. open price: $868 Current price: $100.44 P/L: -88.43% Sold -1.10% shares Q3 2022	share	3.78%	9.94M	$868	$100.44	-88.43%	Sold -1.10% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 3.63% Portfolio value: 9.54M Avg. open price: $83.47 Current price: $150.61 P/L: +80.44% Sold -0.81% shares Q3 2022	share	3.63%	9.54M	$83.47	$150.61	+80.44%	Sold -0.81% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 3.54% Portfolio value: 9.32M Avg. open price: $103.14 Current price: $360.06 P/L: +249.11% Sold -0.94% shares Q3 2022	share	3.54%	9.32M	$103.14	$360.06	+249.11%	Sold -0.94% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 3.44% Portfolio value: 9.05M Avg. open price: $66.16 Current price: $255.02 P/L: +285.43% Bought +0.34% shares Q3 2022	share	3.44%	9.05M	$66.16	$255.02	+285.43%	Bought +0.34% shares Q3 2022
Packaged Foods Nestlé S.A. Portfolio share: 3.33% Portfolio value: 8.75M Avg. open price: N/A Current price: $120.32 P/L: N/A Sold -1.13% shares Q3 2022	share	3.33%	8.75M	N/A	$120.32	N/A	Sold -1.13% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 3.16% Portfolio value: 8.32M Avg. open price: $44.41 Current price: $108.09 P/L: +143.37% Bought +0.19% shares Q3 2022	share	3.16%	8.32M	$44.41	$108.09	+143.37%	Bought +0.19% shares Q3 2022
Semiconductors Analog Devices, Inc. Portfolio share: 3.02% Portfolio value: 7.95M Avg. open price: $74.23 Current price: $168.63 P/L: +127.18% Sold -0.76% shares Q3 2022	share	3.02%	7.95M	$74.23	$168.63	+127.18%	Sold -0.76% shares Q3 2022
Information Technology Services Fiserv, Inc. Portfolio share: 2.82% Portfolio value: 7.43M Avg. open price: $61.48 Current price: $105.46 P/L: +71.52% Sold -0.54% shares Q3 2022	share	2.82%	7.43M	$61.48	$105.46	+71.52%	Sold -0.54% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 2.64% Portfolio value: 6.95M Avg. open price: $70.79 Current price: $101.01 P/L: +42.68% Sold -0.21% shares Q3 2022	share	2.64%	6.95M	$70.79	$101.01	+42.68%	Sold -0.21% shares Q3 2022
Medical Instruments & Supplies AptarGroup, Inc. Portfolio share: 2.63% Portfolio value: 6.90M Avg. open price: $80.65 Current price: $108.05 P/L: +33.97% Bought +0.26% shares Q3 2022	share	2.63%	6.90M	$80.65	$108.05	+33.97%	Bought +0.26% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 2.47% Portfolio value: 6.49M Avg. open price: $97.17 Current price: $181.03 P/L: +86.30% Sold -0.40% shares Q3 2022	share	2.47%	6.49M	$97.17	$181.03	+86.30%	Sold -0.40% shares Q3 2022
BERKSHIRE HATHAWAY CL A Portfolio share: 2.32% Portfolio value: 6.09M Avg. open price: N/A Current price: N/A P/L: N/A Sold -6.25% shares Q3 2022	share	2.32%	6.09M	N/A	N/A	N/A	Sold -6.25% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 2.29% Portfolio value: 6.01M Avg. open price: $72.22 Current price: $102.58 P/L: +42.04% Bought +0.34% shares Q3 2022	share	2.29%	6.01M	$72.22	$102.58	+42.04%	Bought +0.34% shares Q3 2022
Specialty Industrial Machinery Rockwell Automation, Inc. Portfolio share: 2.27% Portfolio value: 5.98M Avg. open price: $175.15 Current price: $265.49 P/L: +51.58% Bought +0.20% shares Q3 2022	share	2.27%	5.98M	$175.15	$265.49	+51.58%	Bought +0.20% shares Q3 2022
Drug Manufacturers—General Novartis AG Portfolio share: 2.25% Portfolio value: 5.90M Avg. open price: $73.5 Current price: $89.99 P/L: +22.44% Sold -8.00% shares Q3 2022	share	2.25%	5.90M	$73.5	$89.99	+22.44%	Sold -8.00% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 2.21% Portfolio value: 5.81M Avg. open price: $164.23 Current price: $327.99 P/L: +99.72% Bought +1.04% shares Q3 2022	share	2.21%	5.81M	$164.23	$327.99	+99.72%	Bought +1.04% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 2.20% Portfolio value: 5.78M Avg. open price: $270.42 Current price: $536.16 P/L: +98.27% Bought +0.34% shares Q3 2022	share	2.20%	5.78M	$270.42	$536.16	+98.27%	Bought +0.34% shares Q3 2022
Semiconductors Advanced Micro Devices, Inc. Portfolio share: 2.07% Portfolio value: 5.44M Avg. open price: $76.47 Current price: $74.98 P/L: -1.95% Bought +0.33% shares Q3 2022	share	2.07%	5.44M	$76.47	$74.98	-1.95%	Bought +0.33% shares Q3 2022
Apparel Retail The TJX Companies, Inc. Portfolio share: 1.78% Portfolio value: 4.68M Avg. open price: $58.2 Current price: $80.19 P/L: +37.78% Bought +0.96% shares Q3 2022	share	1.78%	4.68M	$58.2	$80.19	+37.78%	Bought +0.96% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.75% Portfolio value: 4.61M Avg. open price: $1,974.72 Current price: $94.13 P/L: -95.23% Bought +2.00% shares Q3 2022	share	1.75%	4.61M	$1,974.72	$94.13	-95.23%	Bought +2.00% shares Q3 2022
Specialty Industrial Machinery Xylem Inc. Portfolio share: 1.71% Portfolio value: 4.50M Avg. open price: $69.6 Current price: $113.53 P/L: +63.12% Bought +3.49% shares Q3 2022	share	1.71%	4.50M	$69.6	$113.53	+63.12%	Bought +3.49% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 1.69% Portfolio value: 4.45M Avg. open price: $117.85 Current price: $99.43 P/L: -15.63% Bought +1.53% shares Q3 2022	share	1.69%	4.45M	$117.85	$99.43	-15.63%	Bought +1.53% shares Q3 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 1.43% Portfolio value: 3.76M Avg. open price: $238.45 Current price: $252.38 P/L: +5.84% Sold -10.85% shares Q3 2022	share	1.43%	3.76M	$238.45	$252.38	+5.84%	Sold -10.85% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 1.35% Portfolio value: 3.55M Avg. open price: $65.55 Current price: $109.86 P/L: +67.60% Sold -0.06% shares Q3 2022	share	1.35%	3.55M	$65.55	$109.86	+67.60%	Sold -0.06% shares Q3 2022
Drug Manufacturers—General Roche Holding AG Portfolio share: 1.21% Portfolio value: 3.18M Avg. open price: N/A Current price: $41.08 P/L: N/A Sold -0.06% shares Q3 2022	share	1.21%	3.18M	N/A	$41.08	N/A	Sold -0.06% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 1.15% Portfolio value: 3.02M Avg. open price: $97.75 Current price: $185.69 P/L: +89.96% Sold -2.75% shares Q3 2022	share	1.15%	3.02M	$97.75	$185.69	+89.96%	Sold -2.75% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 1.12% Portfolio value: 2.94M Avg. open price: $128.42 Current price: $112.2 P/L: -12.63% Bought +4.60% shares Q3 2022	share	1.12%	2.94M	$128.42	$112.2	-12.63%	Bought +4.60% shares Q3 2022
Conglomerates Honeywell International Inc. Portfolio share: 1.09% Portfolio value: 2.85M Avg. open price: $197.17 Current price: $219.08 P/L: +11.11% Sold -0.31% shares Q3 2022	share	1.09%	2.85M	$197.17	$219.08	+11.11%	Sold -0.31% shares Q3 2022
Medical Devices Medtronic plc Portfolio share: 1.06% Portfolio value: 2.79M Avg. open price: $103.82 Current price: $79.62 P/L: -23.31% Bought +24.48% shares Q3 2022	share	1.06%	2.79M	$103.82	$79.62	-23.31%	Bought +24.48% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.91% Portfolio value: 2.40M Avg. open price: $122.35 Current price: $74.66 P/L: -38.98% Sold -2.05% shares Q3 2022	share	0.91%	2.40M	$122.35	$74.66	-38.98%	Sold -2.05% shares Q3 2022
Diagnostics & Research Illumina, Inc. Portfolio share: 0.87% Portfolio value: 2.29M Avg. open price: $227.79 Current price: $218.76 P/L: -3.96% Bought +4.20% shares Q3 2022	share	0.87%	2.29M	$227.79	$218.76	-3.96%	Bought +4.20% shares Q3 2022
Specialty Chemicals Koninklijke DSM N.V. Portfolio share: 0.85% Portfolio value: 2.24M Avg. open price: $51.7 Current price: $32.77 P/L: -36.62% Sold -28.83% shares Q3 2022	share	0.85%	2.24M	$51.7	$32.77	-36.62%	Sold -28.83% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.76% Portfolio value: 2.01M Avg. open price: $54.01 Current price: $110.04 P/L: +103.74% Sold -1.48% shares Q2 2022	share	0.76%	2.01M	$54.01	$110.04	+103.74%	Sold -1.48% shares Q2 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.63% Portfolio value: 1.67M Avg. open price: $65.56 Current price: $163.66 P/L: +149.62% Sold -2.05% shares Q3 2022	share	0.63%	1.67M	$65.56	$163.66	+149.62%	Sold -2.05% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.63% Portfolio value: 1.65M Avg. open price: $32.28 Current price: $29.41 P/L: -8.88% Sold -18.92% shares Q3 2022	share	0.63%	1.65M	$32.28	$29.41	-8.88%	Sold -18.92% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 0.63% Portfolio value: 1.64M Avg. open price: $112.23 Current price: $76.55 P/L: -31.79% Bought +38.47% shares Q3 2022	share	0.63%	1.64M	$112.23	$76.55	-31.79%	Bought +38.47% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.58% Portfolio value: 1.52M Avg. open price: $282.22 Current price: $168.76 P/L: -40.20% Sold -5.24% shares Q3 2022	share	0.58%	1.52M	$282.22	$168.76	-40.20%	Sold -5.24% shares Q3 2022
Packaged Foods McCormick & Company, Incorporated Portfolio share: 0.52% Portfolio value: 1.38M Avg. open price: $45.46 Current price: $86.38 P/L: +90.00% Sold -1.02% shares Q2 2022	share	0.52%	1.38M	$45.46	$86.38	+90.00%	Sold -1.02% shares Q2 2022
MUNICH RE GROUP Portfolio share: 0.41% Portfolio value: 1.08M Avg. open price: N/A Current price: N/A P/L: N/A Sold -6.27% shares Q1 2019	share	0.41%	1.08M	N/A	N/A	N/A	Sold -6.27% shares Q1 2019
Specialty Industrial Machinery Emerson Electric Co. Portfolio share: 0.41% Portfolio value: 1.07M Avg. open price: $63.57 Current price: $96.87 P/L: +52.39% Sold -2.01% shares Q2 2022	share	0.41%	1.07M	$63.57	$96.87	+52.39%	Sold -2.01% shares Q2 2022
NOVOZYMES A S DKK 2.0 Portfolio share: 0.36% Portfolio value: 955K Avg. open price: N/A Current price: N/A P/L: N/A Sold -21.96% shares Q3 2022	share	0.36%	955K	N/A	N/A	N/A	Sold -21.96% shares Q3 2022
Auto Parts Aptiv PLC Portfolio share: 0.36% Portfolio value: 942K Avg. open price: $134.44 Current price: $103.73 P/L: -22.84% Sold -4.52% shares Q3 2022	share	0.36%	942K	$134.44	$103.73	-22.84%	Sold -4.52% shares Q3 2022
BERKSHIRE HATHAWAY CL B Portfolio share: 0.33% Portfolio value: 879K Avg. open price: N/A Current price: N/A P/L: N/A Bought +10.03% shares Q3 2022	share	0.33%	879K	N/A	N/A	N/A	Bought +10.03% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.31% Portfolio value: 825K Avg. open price: N/A Current price: $374.76 P/L: N/A Sold -7.27% shares Q2 2022	share	0.31%	825K	N/A	$374.76	N/A	Sold -7.27% shares Q2 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.31% Portfolio value: 810K Avg. open price: N/A Current price: $445.61 P/L: N/A Sold -1.02% shares Q3 2021	share	0.31%	810K	N/A	$445.61	N/A	Sold -1.02% shares Q3 2021
Banks—Regional Bank OZK Portfolio share: 0.29% Portfolio value: 759K Avg. open price: N/A Current price: $45.36 P/L: N/A Sold -13.72% shares Q3 2022	share	0.29%	759K	N/A	$45.36	N/A	Sold -13.72% shares Q3 2022
Household & Personal Products Unilever PLC Portfolio share: 0.27% Portfolio value: 717K Avg. open price: $47.02 Current price: $51.5 P/L: +9.53% Sold -61.38% shares Q3 2022	share	0.27%	717K	$47.02	$51.5	+9.53%	Sold -61.38% shares Q3 2022
Oil & Gas Integrated Shell plc Portfolio share: 0.27% Portfolio value: 709K Avg. open price: N/A Current price: $57.72 P/L: N/A Sold -1.38% shares Q3 2022	share	0.27%	709K	N/A	$57.72	N/A	Sold -1.38% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.27% Portfolio value: 701K Avg. open price: $174.45 Current price: $214.73 P/L: +23.09% Sold -1.37% shares Q2 2022	share	0.27%	701K	$174.45	$214.73	+23.09%	Sold -1.37% shares Q2 2022
Credit Services Visa Inc. Portfolio share: 0.25% Portfolio value: 662K Avg. open price: $75.68 Current price: $217.66 P/L: +187.62% Bought +0.68% shares Q3 2022	share	0.25%	662K	$75.68	$217.66	+187.62%	Bought +0.68% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 0.25% Portfolio value: 661K Avg. open price: $132.3 Current price: $236.13 P/L: +78.49% Sold -10.06% shares Q1 2022	share	0.25%	661K	$132.3	$236.13	+78.49%	Sold -10.06% shares Q1 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.24% Portfolio value: 644K Avg. open price: $55.5 Current price: $81.13 P/L: +46.17% Sold -11.04% shares Q3 2022	share	0.24%	644K	$55.5	$81.13	+46.17%	Sold -11.04% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.22% Portfolio value: 584K Avg. open price: $28.87 Current price: $50.91 P/L: +76.34% Sold -1.48% shares Q3 2022	share	0.22%	584K	$28.87	$50.91	+76.34%	Sold -1.48% shares Q3 2022
Biotechnology Novo Nordisk A/S Portfolio share: 0.19% Portfolio value: 509K Avg. open price: $55.09 Current price: $126.9 P/L: +130.34% Sold -8.93% shares Q3 2022	share	0.19%	509K	$55.09	$126.9	+130.34%	Sold -8.93% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.19% Portfolio value: 502K Avg. open price: $62.47 Current price: $78.17 P/L: +25.14% Sold -1.38% shares Q2 2022	share	0.19%	502K	$62.47	$78.17	+25.14%	Sold -1.38% shares Q2 2022
Food Distribution Sysco Corporation Portfolio share: 0.16% Portfolio value: 417K Avg. open price: N/A Current price: $85.33 P/L: N/A Sold -3.28% shares Q3 2020	share	0.16%	417K	N/A	$85.33	N/A	Sold -3.28% shares Q3 2020
Semiconductors Texas Instruments Incorporated Portfolio share: 0.14% Portfolio value: 371K Avg. open price: N/A Current price: $177.66 P/L: N/A Sold -7.69% shares Q3 2022	share	0.14%	371K	N/A	$177.66	N/A	Sold -7.69% shares Q3 2022
Specialty Industrial Machinery Dover Corporation Portfolio share: 0.13% Portfolio value: 347K Avg. open price: N/A Current price: $143.49 P/L: N/A Sold -7.03% shares Q2 2022	share	0.13%	347K	N/A	$143.49	N/A	Sold -7.03% shares Q2 2022
ORSTED A S Portfolio share: 0.13% Portfolio value: 340K Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.86% shares Q4 2021	share	0.13%	340K	N/A	N/A	N/A	Sold -2.86% shares Q4 2021
Staffing & Employment Services Paychex, Inc. Portfolio share: 0.13% Portfolio value: 337K Avg. open price: N/A Current price: $125.98 P/L: N/A N/A Q2 2020	share	0.13%	337K	N/A	$125.98	N/A	N/A Q2 2020
Specialty Chemicals Ecolab Inc. Portfolio share: 0.12% Portfolio value: 321K Avg. open price: $193.3 Current price: $151.36 P/L: -21.70% Sold -1.11% shares Q2 2021	share	0.12%	321K	$193.3	$151.36	-21.70%	Sold -1.11% shares Q2 2021
Banks—Diversified Bank of Montreal Portfolio share: 0.12% Portfolio value: 307K Avg. open price: N/A Current price: $99.84 P/L: N/A N/A Q3 2020	share	0.12%	307K	N/A	$99.84	N/A	N/A Q3 2020
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.09% Portfolio value: 231K Avg. open price: N/A Current price: $64.35 P/L: N/A N/A Q3 2020	share	0.09%	231K	N/A	$64.35	N/A	N/A Q3 2020
Oil & Gas E&P EOG Resources, Inc. Portfolio share: 0.09% Portfolio value: 230K Avg. open price: $77.95 Current price: $138.97 P/L: +78.28% Sold -2.36% shares Q3 2022	share	0.09%	230K	$77.95	$138.97	+78.28%	Sold -2.36% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.08% Portfolio value: 216K Avg. open price: N/A Current price: $156.75 P/L: N/A N/A Q1 2021	share	0.08%	216K	N/A	$156.75	N/A	N/A Q1 2021
Diagnostics & Research IDEXX Laboratories, Inc. Portfolio share: 0.08% Portfolio value: 212K Avg. open price: N/A Current price: $435.3 P/L: N/A Sold -13.33% shares Q2 2022	share	0.08%	212K	N/A	$435.3	N/A	Sold -13.33% shares Q2 2022
FIDELITY 500 INDEX FUND FUND Portfolio share: 0.08% Portfolio value: 205K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q4 2021	share	0.08%	205K	N/A	N/A	N/A	N/A Q4 2021
Banks—Diversified Wells Fargo & Company Portfolio share: 0.08% Portfolio value: 201K Avg. open price: N/A Current price: $45.94 P/L: N/A N/A Q3 2022	share	0.08%	201K	N/A	$45.94	N/A	N/A Q3 2022
REIT—Office Empire State Realty OP, L.P. Portfolio share: 0.06% Portfolio value: 152K Avg. open price: $16.94 Current price: $7.53 P/L: -55.55% Sold -0.42% shares Q3 2022	share	0.06%	152K	$16.94	$7.53	-55.55%	Sold -0.42% shares Q3 2022

Showing TOP 74 PUZO MICHAEL J's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PUZO MICHAEL J?

The biggest position of the PUZO MICHAEL J is Apple Inc. (AAPL) with 5.24% portfolio share worth of 13.79M US dollars.

Top 5 PUZO MICHAEL J's holdings represent 21.75% of the portfolio:

Apple Inc. (AAPL) – 5.24%
Automatic Data Processing, Inc. (ADP) – 4.5%
Johnson & Johnson (JNJ) – 4.2%
Danaher Corporation (DHR) – 3.91%
Canadian National Railway Company (CNI) – 3.9%

Who is the portfolio manager of PUZO MICHAEL J?

The portfolio manager of the PUZO MICHAEL J is .

What is the total asset value of the PUZO MICHAEL J portfolio?

PUZO MICHAEL J total asset value (portfolio value) is 263.09M US dollars.

Who is ?

is the portfolio manager of the PUZO MICHAEL J.

What is (PUZO MICHAEL J) fund performance?

PUZO MICHAEL J's quarterly performance is -47.24%, annualy -146.68%. In the past 3 years, the value of 's portfolio has decreased by -147%. In the past 5 years, the value of the portfolio has decreased by -178%.

What is the PUZO MICHAEL J CIK?

PUZO MICHAEL J's Central Index Key is 0001053914 .

PUZO MICHAEL J Holdings

PUZO MICHAEL J portfolio value:

PUZO MICHAEL J quarter portfolio value change:

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