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
$630M
AUM Growth
-$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.37M
3
+$2.96M
4
WMT icon
Walmart
WMT
+$2M
5
MDT icon
Medtronic
MDT
+$1.46M

Top Sells

1
+$5.51M
2
+$4.44M
3
+$3.15M
4
BG icon
Bunge Global
BG
+$2.84M
5
MOS icon
The Mosaic Company
MOS
+$2.72M

Sector Composition

1 Technology 22.01%
2 Healthcare 20.11%
3 Communication Services 11.58%
4 Consumer Staples 11.55%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.89M 1.09%
25,136
-4,737
27
$6.61M 1.05%
225,898
+11,954
28
$5.88M 0.93%
48,343
+2,624
29
$5.42M 0.86%
60,435
+16,221
30
$3.94M 0.63%
+293,522
31
$2.97M 0.47%
18,433
-468
32
$2.96M 0.47%
+64,599
33
$2.04M 0.32%
106,774
-28,445
34
$247K 0.04%
2,091
+159
35
$204K 0.03%
1,500
1
2