MIC

Meridian Investment Counsel Portfolio holdings

AUM $415M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$573K
3 +$540K
4
NVO icon
Novo Nordisk
NVO
+$418K
5
MSFT icon
Microsoft
MSFT
+$403K

Top Sells

1 +$645K
2 +$621K
3 +$585K
4
NVDA icon
NVIDIA
NVDA
+$252K
5
TSM icon
TSMC
TSM
+$244K

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
-2,977
227
-14,700