MIC
Meridian Investment Counsel Portfolio holdings
AUM
$367M
1-Year Est. Return
18.87%
1 Year Est. Return
+18.87%
AUM
$367M
AUM Growth
+$27.8M
(+8.2%)
Holding
227
Top Buys
| 1 | +$1.6M | |
| 2 | +$609K | |
| 3 | +$555K | |
| 4 |
Microsoft
MSFT
|
+$462K |
| 5 |
Archer Aviation
ACHR
|
+$436K |
Top Sells
| 1 | +$750K | |
| 2 | +$621K | |
| 3 | +$607K | |
| 4 |
NVIDIA
NVDA
|
+$316K |
| 5 |
TSMC
TSM
|
+$299K |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Financials | 10.31% |
| 3 | Industrials | 7.46% |
| 4 | Healthcare | 7.36% |
| 5 | Consumer Staples | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Shell
SHEL
$210B
| – | – |
-2,977
|
|
||
|
X
227
DELISTED
US Steel
X
| – | – |
-14,700
|
|