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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$7.51M
2 +$2.84M
3 +$2.83M
4
VOD icon
Vodafone
VOD
+$2.65M
5
INTC icon
Intel
INTC
+$2.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.65%
2 Technology 11.67%
3 Healthcare 10.63%
4 Industrials 8.93%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$225K 0.19%
+8,400
127
$223K 0.19%
+3,200
128
$218K 0.18%
+6,000
129
$218K 0.18%
+21,900
130
$211K 0.18%
+11,875
131
$204K 0.17%
+4,952
132
$202K 0.17%
+4,229
133
$185K 0.16%
+2,051
134
$170K 0.14%
+10,671
135
$156K 0.13%
+38,400
136
$155K 0.13%
+13
137
$140K 0.12%
+16,707
138
$137K 0.12%
+14,553
139
$116K 0.1%
+14,050
140
$96K 0.08%
+47,102
141
$66K 0.06%
+1,917
142
$28K 0.02%
+100