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
151
$356K 0.08%
8,414
152
$356K 0.08%
996
+38
153
$354K 0.08%
998
-5
154
$349K 0.07%
2,124
+97
155
$346K 0.07%
774
156
$344K 0.07%
6,904
-1,931
157
$340K 0.07%
1,666
-124
158
$340K 0.07%
1,292
+85
159
$340K 0.07%
+3,695
160
$332K 0.07%
8,104
-1,000
161
$332K 0.07%
4,645
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162
$332K 0.07%
2,794
163
$326K 0.07%
+1,886
164
$326K 0.07%
3,273
165
$324K 0.07%
4,913
166
$318K 0.07%
2,000
-52
167
$314K 0.07%
6,525
+18
168
$313K 0.07%
+1,148
169
$306K 0.06%
4,800
170
$305K 0.06%
3,000
171
$303K 0.06%
6,975
172
$303K 0.06%
2,033
173
$301K 0.06%
7,728
174
$299K 0.06%
4,800
175
$298K 0.06%
1,852
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7
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