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
$225M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$439K
2 +$242K
3 +$230K
4
CVE icon
Cenovus Energy
CVE
+$207K
5
DHR icon
Danaher
DHR
+$201K

Top Sells

1 +$211K
2 +$210K
3 +$203K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$200K
5
MTG icon
MGIC Investment
MTG
+$177K

Sector Composition

1 Technology 19.77%
2 Healthcare 13.32%
3 Financials 9.86%
4 Industrials 7.35%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$42K 0.02%
17,000
202
$29K 0.01%
1,917
203
$22K 0.01%
10,000
204
-10,700
205
-3,600
206
-443
207
-7,103
208
-6,888
209
-535