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
$657M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.72M
3
+$975K
4
AAPL icon
Apple
AAPL
+$431K
5
SNY icon
Sanofi
SNY
+$183K

Top Sells

1
+$3.82M
2
+$691K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$206K
5
JNJ icon
Johnson & Johnson
JNJ
+$189K

Sector Composition

1 Technology 26.1%
2 Healthcare 16.9%
3 Communication Services 10.86%
4 Consumer Staples 10.8%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.29M 0.96%
18,528
+242
27
$6.19M 0.94%
43,508
+872
28
$4.19M 0.64%
128,881
+2,310
29
$3.78M 0.58%
11,514
+123
30
$3.45M 0.53%
169,030
+1,294
31
$1.83M 0.28%
7,000
32
$1.12M 0.17%
7,011
33
$730K 0.11%
14,480
34
$295K 0.04%
1,644
+39
35
$41K 0.01%
1,914
-190
36
– –
-1,200
1
2