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
$442M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$5.14M
3 +$2.69M
4
SNY icon
Sanofi
SNY
+$2.16M
5
ALC icon
Alcon
ALC
+$2.07M

Top Sells

1 +$4.44M
2 +$2M
3 +$1.52M
4
CSCO icon
Cisco
CSCO
+$836K
5
MSFT icon
Microsoft
MSFT
+$677K

Sector Composition

1 Technology 23.12%
2 Healthcare 17.03%
3 Consumer Discretionary 14.44%
4 Industrials 12.78%
5 Consumer Staples 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$273K 0.06%
2,190
27
$216K 0.05%
7,555
+544
28
$185K 0.04%
13,000