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
$675M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$5.19M
3 +$5.18M
4
COP icon
ConocoPhillips
COP
+$4.65M
5
ARCO icon
Arcos Dorados Holdings
ARCO
+$3M

Top Sells

1 +$15.9M
2 +$10.3M
3 +$8.27M
4
BP icon
BP
BP
+$7.57M
5
NFG icon
National Fuel Gas
NFG
+$2.68M

Sector Composition

1 Technology 17.51%
2 Healthcare 16.99%
3 Communication Services 14.39%
4 Industrials 11.09%
5 Consumer Staples 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$270K 0.04%
14,573
+297
52
$239K 0.04%
+714
53
-241,143
54
-438,942