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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$79.6M
2 +$15.4M
3 +$7.7M
4
BMS
Bemis
BMS
+$7.04M
5
USB icon
US Bancorp
USB
+$6.74M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.17%
2 Consumer Staples 6.91%
3 Financials 6.79%
4 Consumer Discretionary 5.67%
5 Healthcare 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.1%
+3,230
102
$204K 0.09%
+3,098
103
$126K 0.06%
+16,300