MAA

Mraz Amerine & Associates Portfolio holdings

AUM $673M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$3.6M
3 +$1.4M
4
CVE icon
Cenovus Energy
CVE
+$1.16M
5
AMR icon
Alpha Metallurgical Resources
AMR
+$474K

Top Sells

1 +$1.27M
2 +$780K
3 +$445K
4
WRB icon
W.R. Berkley
WRB
+$424K
5
WABC icon
Westamerica Bancorp
WABC
+$244K

Sector Composition

1 Financials 62.36%
2 Energy 10.83%
3 Technology 2.41%
4 Industrials 2.13%
5 Materials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-27,473