MAP

Managed Asset Portfolios Portfolio holdings

AUM $770M
1-Year Est. Return 22.17%
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.77M
3
+$3.12M
4
VOD icon
Vodafone
VOD
+$2.16M
5
BOBE
Bob Evans Farms, Inc.
BOBE
+$2.07M

Top Sells

1
+$4.01M
2
+$3.66M
3
+$3.15M
4
EQNR icon
Equinor
EQNR
+$2.79M
5
WEN icon
Wendy's
WEN
+$2.68M

Sector Composition

1 Technology 17.46%
2 Healthcare 16.89%
3 Consumer Staples 16.39%
4 Consumer Discretionary 15.32%
5 Energy 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.86%
15,326
+717
27
$664K 0.36%
10,583
-725
28
$557K 0.3%
22,928
-6,416
29
$533K 0.29%
6,268
-261
30
$519K 0.28%
43,700
-265,200
31
$483K 0.26%
6,289
-433
32
$383K 0.21%
14,650
-153,350
33
$283K 0.15%
4,550
-100
34
$86K 0.05%
12,250
-15,500
35
– –
-34,782
36
– –
-55,430
37
– –
-158,507
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