MG

Meritage Group Portfolio holdings

AUM $3.5B
1-Year Est. Return 5.72%
This Quarter Est. Return
1 Year Est. Return
+5.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$127M
3
+$81M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$62.9M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$51.5M

Top Sells

1
+$166M
2
+$130M
3
+$90M
4
MA icon
Mastercard
MA
+$81M
5
CP icon
Canadian Pacific Kansas City
CP
+$50.1M

Sector Composition

1 Financials 23.23%
2 Consumer Staples 23.15%
3 Consumer Discretionary 15.87%
4 Healthcare 9.76%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
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