MIM
Merit Investment Management Portfolio holdings
AUM
$87.5M
1 Year Est. Return
–
AUM
$87.5M
AUM Growth
+$4.36M
(+5.2%)
Holding
57
Top Buys
| 1 | +$5.18M | |
| 2 | +$5.14M | |
| 3 | +$5.14M | |
| 4 |
JPMorgan Chase
JPM
|
+$5.06M |
| 5 |
Cisco
CSCO
|
+$5.04M |
Top Sells
| 1 | +$4.71M | |
| 2 | +$4.57M | |
| 3 | +$4.38M | |
| 4 |
Southern Company
SO
|
+$4.01M |
| 5 |
VER
VEREIT, Inc.
VER
|
+$4.01M |
Sector Composition
| 1 | Industrials | 15.63% |
| 2 | Consumer Staples | 13.75% |
| 3 | Utilities | 11.48% |
| 4 | Technology | 9.95% |
| 5 | Healthcare | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$342B
| – | – |
-2,048
|
|
||
|
52
Southern Company
SO
$100B
| – | – |
-97,742
|
|
||
53
UDR
UDR
$11.3B
| – | – |
-78,833
|
|
||
|
VER
54
DELISTED
VEREIT, Inc.
VER
| – | – |
-64,935
|
|
||
|
SBY
55
DELISTED
Silver Bay Realty Trust Corp.
SBY
| – | – |
-35,355
|
|
||
|
MTGE
56
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| – | – |
-84,170
|
|