MIC

Meridian Investment Counsel Portfolio holdings

AUM $367M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$729K
3 +$605K
4
MSFT icon
Microsoft
MSFT
+$597K
5
PLTR icon
Palantir
PLTR
+$579K

Top Sells

1 +$407K
2 +$395K
3 +$328K
4
TMO icon
Thermo Fisher Scientific
TMO
+$277K
5
CVA
Covanta Holding Corporation
CVA
+$250K

Sector Composition

1 Technology 24.42%
2 Healthcare 11.33%
3 Financials 8.71%
4 Industrials 8.15%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26K 0.01%
10,000
227
-485
228
-4,365
229
-24,183
230
-12,425
231
-4,665