MIC
Meridian Investment Counsel Portfolio holdings
AUM
$367M
This Quarter Return
-0.08%
1 Year Return
+18.87%
3 Year Return
+72.26%
5 Year Return
+132.6%
10 Year Return
+258.29%
AUM
$144M
AUM Growth
+$144M
(+4.3%)
Cap. Flow
+$6.8M
Cap. Flow
% of AUM
4.72%
Top 10 Holdings %
Top 10 Hldgs %
23.09%
Holding
156
New
7
Increased
67
Reduced
27
Closed
1
Top Buys
| 1 |
AbbVie
ABBV
|
$1.46M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
$1.1M |
| 3 |
Apple
AAPL
|
$473K |
| 4 |
Medtronic
MDT
|
$458K |
| 5 |
MetLife
MET
|
$345K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.73% |
| 2 | Technology | 11.45% |
| 3 | Energy | 10.36% |
| 4 | Communication Services | 8.39% |
| 5 | Financials | 8.31% |
