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
$4.89B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$255M
2 +$217M
3 +$126M
4
MIME
Mimecast Limited
MIME
+$61M
5
MAR icon
Marriott International
MAR
+$57M

Top Sells

1 +$506M
2 +$166M
3 +$119M
4
ADSK icon
Autodesk
ADSK
+$84.6M
5
MSFT icon
Microsoft
MSFT
+$57.2M

Sector Composition

1 Technology 26.41%
2 Communication Services 26.03%
3 Industrials 16.76%
4 Consumer Discretionary 13.13%
5 Financials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$301K 0.01%
+2,450
27
$293K 0.01%
+10,516
28
$287K 0.01%
+1,487
29
$286K 0.01%
+3,194
30
$275K ﹤0.01%
+10,979
31
$239K ﹤0.01%
+3,584
32
$237K ﹤0.01%
+5,450
33
$227K ﹤0.01%
+1,000
34
$203K ﹤0.01%
+1,373
35
$191K ﹤0.01%
+10,314
36
-1,133,022