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
$237M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.53M
3 +$1.53M
4
GEN icon
Gen Digital
GEN
+$1.31M
5
CSCO icon
Cisco
CSCO
+$969K

Top Sells

1 +$6.92M
2 +$2.28M
3 +$512K
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$428K
5
WEN icon
Wendy's
WEN
+$320K

Sector Composition

1 Technology 20.67%
2 Consumer Discretionary 18.8%
3 Healthcare 16.63%
4 Consumer Staples 15.41%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$374K 0.16%
7,071
-1,663
27
$228K 0.1%
14,400
28
$195K 0.08%
12,000
29
-13,600
30
-426,376
31
-34,545