MIM

Merit Investment Management Portfolio holdings

AUM $87.5M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$7.5M
3 +$4.99M
4
DRI icon
Darden Restaurants
DRI
+$4.98M
5
TD icon
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 Change
in Stake
Capital Flow
51
$129K 0.12%
+2,370
52
$84K 0.08%
+5,600