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
$478M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$5.9M
3 +$5.67M
4
ORAN
Orange
ORAN
+$3.42M
5
CSCO icon
Cisco
CSCO
+$2.98M

Top Sells

1 +$20.1M
2 +$8.79M
3 +$521K
4
TTEK icon
Tetra Tech
TTEK
+$520K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$377K

Sector Composition

1 Technology 21.08%
2 Healthcare 18.36%
3 Consumer Staples 13.06%
4 Industrials 11.59%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$279K 0.06%
2,313
27
$177K 0.04%
13,000
28
-3,971,399
29
-1,272