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
$3.13B
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$73.4M
2 +$57.4M
3 +$49.6M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$44.4M
5
SBAC icon
SBA Communications
SBAC
+$26.3M

Top Sells

1 +$95.6M
2 +$88.7M
3 +$51.2M
4
CHTR icon
Charter Communications
CHTR
+$35.2M
5
TSLA icon
Tesla
TSLA
+$30.1M

Sector Composition

1 Communication Services 26.81%
2 Consumer Discretionary 19.68%
3 Financials 19.56%
4 Healthcare 12.34%
5 Real Estate 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,127,120
27
-400,100
28
0