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
$3.59B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$233M
3
+$230M
4
GE icon
GE Aerospace
GE
+$206M
5
AVTR icon
Avantor
AVTR
+$126M

Top Sells

1
+$347M
2
+$180M
3
+$168M
4
MCO icon
Moody's
MCO
+$159M
5
MSFT icon
Microsoft
MSFT
+$129M

Sector Composition

1 Technology 25.29%
2 Industrials 24.77%
3 Financials 13.55%
4 Materials 11.81%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3K ﹤0.01%
26
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