MCG

Meru Capital Group Portfolio holdings

AUM $30.6M
1-Year Est. Return 28.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.9M
3
+$14.8M
4
WDC icon
Western Digital
WDC
+$14M
5
Z icon
Zillow
Z
+$12M

Top Sells

1
+$20.2M
2
+$14.5M
3
+$13.2M
4
CRI icon
Carter's
CRI
+$12.8M
5
CHTR icon
Charter Communications
CHTR
+$11M

Sector Composition

1 Communication Services 38.19%
2 Consumer Discretionary 19.87%
3 Technology 12.63%
4 Financials 12.33%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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58
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59
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60
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61
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62
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64
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-5,087
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3