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
$370M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.87M
3
+$3.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.3M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$990K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.05M
4
WM icon
Waste Management
WM
+$872K
5
MSFT icon
Microsoft
MSFT
+$702K

Sector Composition

1 Technology 6.15%
2 Industrials 5.65%
3 Financials 5.48%
4 Consumer Staples 5.14%
5 Healthcare 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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