MIC
Meridian Investment Counsel Portfolio holdings
AUM
$367M
This Quarter Return
+0.44%
1 Year Return
+18.87%
3 Year Return
+72.26%
5 Year Return
+132.6%
10 Year Return
+258.29%
AUM
$177M
AUM Growth
+$177M
(+0.32%)
Cap. Flow
+$2.85M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
191
New
11
Increased
28
Reduced
47
Closed
6
Top Buys
| 1 |
Wyndham Hotels & Resorts
WH
|
$1.1M |
| 2 |
Kimberly-Clark
KMB
|
$834K |
| 3 |
AT&T
T
|
$680K |
| 4 |
Trupanion
TRUP
|
$483K |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$383K |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$1.41M |
| 2 |
LAQ
Aberdeen Latin America Equity Fund, Inc.
LAQ
|
$631K |
| 3 |
Chemours
CC
|
$204K |
| 4 |
DXC Technology
DXC
|
$202K |
| 5 |
iShares MSCI Canada ETF
EWC
|
$185K |
Sector Composition
| 1 | Technology | 13.65% |
| 2 | Financials | 11.07% |
| 3 | Healthcare | 9.88% |
| 4 | Industrials | 8.16% |
| 5 | Consumer Discretionary | 7.49% |
