MIM
Merit Investment Management Portfolio holdings
AUM
$87.5M
This Quarter Return
-1.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.43%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Verizon
VZ
|
$8.13M |
| 2 |
AT&T
T
|
$7.5M |
| 3 |
Leidos
LDOS
|
$4.99M |
| 4 |
Darden Restaurants
DRI
|
$4.98M |
| 5 |
Toronto Dominion Bank
TD
|
$4.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 27.73% |
| 2 | Communication Services | 16.31% |
| 3 | Financials | 10.35% |
| 4 | Technology | 7.11% |
| 5 | Energy | 6.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Emerson Electric
EMR
$74.3B
| $129K | 0.12% |
+2,370
| New | +$129K |
|
52
Energy Transfer Partners
ET
$60.8B
| $84K | 0.08% |
+1,400
| New | +$84K |
|