MFW

Meristem Family Wealth Portfolio holdings

AUM $925M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.03M
3
+$4.19M
4
AAPL icon
Apple
AAPL
+$3.08M
5
CMI icon
Cummins
CMI
+$2.26M

Top Sells

1
+$3.62M
2
+$2.78M
3
+$2.48M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.34M
5
TTC icon
Toro Company
TTC
+$1.42M

Sector Composition

1 Technology 9.82%
2 Healthcare 6.47%
3 Industrials 5.95%
4 Consumer Staples 4.71%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.54%
11,634
-319
27
$2.44M 0.52%
66,166
+15,385
28
$2.39M 0.51%
27,280
-1,140
29
$2.34M 0.5%
16,530
-256
30
$2.33M 0.49%
79,070
31
$2.2M 0.47%
12,150
-6
32
$2.19M 0.47%
28,124
+7,084
33
$2.15M 0.46%
24,560
-1,520
34
$2.11M 0.45%
7,347
-121
35
$1.97M 0.42%
7,199
+1,557
36
$1.73M 0.37%
42,042
+15,689
37
$1.7M 0.36%
25,225
38
$1.66M 0.35%
12,933
-220
39
$1.5M 0.32%
13,692
+2,080
40
$1.47M 0.31%
4,197
-387
41
$1.42M 0.3%
6,057
-393
42
$1.41M 0.3%
11,889
+1,076
43
$1.39M 0.3%
15,554
-11,042
44
$1.39M 0.3%
6,009
45
$1.39M 0.3%
10,576
46
$1.38M 0.29%
15,300
47
$1.36M 0.29%
9,640
48
$1.3M 0.28%
5,337
-5
49
$1.28M 0.27%
5,318
-117
50
$1.27M 0.27%
10,018
-464
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