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
$722M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$15.4M
3 +$10.6M
4
V icon
Visa
V
+$7.43M
5
UL icon
Unilever
UL
+$6.46M

Top Sells

1 +$17.7M
2 +$14M
3 +$13.5M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.93M
5
LYV icon
Live Nation Entertainment
LYV
+$5.2M

Sector Composition

1 Healthcare 18.32%
2 Technology 15.69%
3 Communication Services 14.37%
4 Consumer Staples 10.53%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACWI icon
51
iShares MSCI ACWI ETF
ACWI
$23.5B
-59,002
EBAY icon
52
eBay
EBAY
$45.5B
-286,465
IWV icon
53
iShares Russell 3000 ETF
IWV
$17.6B
-714
LYV icon
54
Live Nation Entertainment
LYV
$35B
-40,184
SYNA icon
55
Synaptics
SYNA
$2.79B
-6,780
XLF icon
56
Financial Select Sector SPDR Fund
XLF
$54.5B
-47,817