MAA

Mraz Amerine & Associates Portfolio holdings

AUM $623M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$920K
2 +$496K
3 +$460K
4
LUMN icon
Lumen
LUMN
+$447K
5
UHAL icon
U-Haul Holding Co
UHAL
+$372K

Top Sells

1 +$474K
2 +$439K
3 +$382K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$369K
5
AER icon
AerCap
AER
+$355K

Sector Composition

1 Financials 72.13%
2 Technology 5.46%
3 Energy 4.31%
4 Healthcare 3.05%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,560