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
$381M
AUM Growth
-$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$18.8M
3
+$18.2M
4
WBA
Walgreens Boots Alliance
WBA
+$11.6M
5
META icon
Meta Platforms (Facebook)
META
+$11.2M

Top Sells

1
+$22.9M
2
+$17.7M
3
+$13.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$12.4M
5
APD icon
Air Products & Chemicals
APD
+$10.8M

Sector Composition

1 Consumer Discretionary 30.91%
2 Communication Services 28.74%
3 Healthcare 22.7%
4 Consumer Staples 9.47%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-29,865
52
– –
-208,000
53
– –
-45,700
1 2
3