MG

Meritage Group Portfolio holdings

AUM $3.65B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.1B
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$102M
3 +$51.2M
4
HBI icon
Hanesbrands
HBI
+$49M
5
SBAC icon
SBA Communications
SBAC
+$44.7M

Top Sells

1 +$209M
2 +$198M
3 +$145M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$130M
5
UNP icon
Union Pacific
UNP
+$129M

Sector Composition

1 Communication Services 25.26%
2 Financials 18.65%
3 Consumer Discretionary 18.41%
4 Healthcare 12.45%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-1,615,433
28
-1,719,794
29
0
30
-1,315,077