PUZO MICHAEL J

BOSTON, MA How do I update this listing?

Puzo Michael J is based out of Boston. Their last reported 13F filing for Q2 2020 included $267,299,000 in managed 13F securities and a top 10 holdings concentration of 38.64%. Puzo Michael J's largest holding is Apple Inc with shares held of 41,305. Puzo Michael J has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings, and 7 13D filings

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06/30/2020

13F Activity

  • Market Value $267.299 Million
  • Prior Market Value $227.246 Million
  • New Purchases8 stocks
  • Additional Purchases16 stocks
  • Sold out of1 stock
  • Reduced holdings in33 stocks
  • Top 10 Holdings % 38.64 %
  • Turnover % [1]:12.00%
  • Turnover Alt % [2]: 2.59 %
  • Time Held Top20:30.40 quarters
  • Time Held Top10:16.30 quarters
  • Time Held All:34.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.41%
Performance Last 4 Quarters: 5.08%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Broderick Brian C
Delaney Dennis R
Dempze Nancy E
Elefante Mark B
Gardiner Nancy B
Kidder Stephen W
SOMERVILLE KURT F

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WhaleScore history for PUZO MICHAEL J

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