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
$149M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$410K
2 +$304K
3 +$245K
4
PHG icon
Philips
PHG
+$230K
5
HSBC icon
HSBC
HSBC
+$226K

Top Sells

1 +$657K
2 +$612K
3 +$532K
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$340K
5
CVX icon
Chevron
CVX
+$309K

Sector Composition

1 Technology 12.57%
2 Healthcare 12.46%
3 Financials 8.62%
4 Communication Services 8.34%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,283
177
-12,024
178
-8,500
179
-7,611