MG

Meritage Group Portfolio holdings

AUM $3.22B
1-Year Est. Return 8.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.09%
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
+$149M
2
+$119M
3
+$73.4M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$57.7M
5
G icon
Genpact
G
+$51M

Top Sells

1
+$166M
2
+$130M
3
+$82.3M
4
MA icon
Mastercard
MA
+$72M
5
CP icon
Canadian Pacific Kansas City
CP
+$47.8M

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
in Stake 		Capital Flow
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