MFW

Meristem Family Wealth Portfolio holdings

AUM $925M
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$740K
3
+$707K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$626K
5
BSM icon
Black Stone Minerals
BSM
+$416K

Top Sells

1
+$1.06M
2
+$929K
3
+$892K
4
DIS icon
Walt Disney
DIS
+$883K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$861K

Sector Composition

1 Financials 5.64%
2 Consumer Staples 5.47%
3 Healthcare 5.23%
4 Industrials 4.15%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
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