MCG

Meru Capital Group Portfolio holdings

AUM $30.6M
1-Year Est. Return 28.7%
This Quarter Est. Return
1 Year Est. Return
-28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.6M
3
+$8.14M
4
FWONA icon
Liberty Media Series A
FWONA
+$7.31M
5
CAR icon
Avis
CAR
+$6.88M

Top Sells

1
+$14.5M
2
+$13.1M
3
+$11.7M
4
HRB icon
H&R Block
HRB
+$11.2M
5
META icon
Meta Platforms (Facebook)
META
+$9.64M

Sector Composition

1 Communication Services 41.79%
2 Consumer Discretionary 27.68%
3 Healthcare 18.64%
4 Industrials 5.4%
5 Technology 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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