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
$144M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.1M
3 +$473K
4
MDT icon
Medtronic
MDT
+$458K
5
MET icon
MetLife
MET
+$345K

Sector Composition

1 Healthcare 12.73%
2 Technology 11.45%
3 Energy 10.36%
4 Communication Services 8.39%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$91K 0.06%
6,350
-3,821
152
$90K 0.06%
47,102
153
$62K 0.04%
1,917
154
$43K 0.03%
26,100
+5,250
155
$24K 0.02%
100
156
-5,245