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
$369M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.6M
3 +$1.06M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.03M
5
ABEV icon
Ambev
ABEV
+$572K

Top Sells

1 +$1.56M
2 +$619K
3 +$613K
4
WRB icon
W.R. Berkley
WRB
+$591K
5
Y
Alleghany Corp
Y
+$578K

Sector Composition

1 Financials 64.95%
2 Energy 7.22%
3 Technology 3.62%
4 Consumer Discretionary 2.59%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,189
177
-1,600
178
-11,098
179
-10,012
180
-5,550