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
$122M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$509K
2 +$373K
3 +$257K
4
PG icon
Procter & Gamble
PG
+$195K
5
MET icon
MetLife
MET
+$182K

Top Sells

1 +$614K
2 +$341K
3 +$337K
4
BP icon
BP
BP
+$263K
5
VOD icon
Vodafone
VOD
+$247K

Sector Composition

1 Healthcare 12.86%
2 Technology 11.88%
3 Financials 8.96%
4 Communication Services 8.7%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,704
152
-31,300
153
-5,945
154
-7,208