MCG
Meru Capital Group Portfolio holdings
AUM
$30.6M
This Quarter Return
+11.56%
1 Year Return
-28.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(-12%)
Cap. Flow
-$78.4M
Cap. Flow
% of AUM
-24.83%
Top 10 Holdings %
Top 10 Hldgs %
52.42%
Holding
87
New
39
Increased
2
Reduced
19
Closed
8
Top Buys
| 1 |
Herbalife
HLF
|
$13.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$7.71M |
| 3 |
Elevance Health
ELV
|
$7.61M |
| 4 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
$7M |
| 5 |
Apple
AAPL
|
$6.75M |
Top Sells
| 1 |
Expedia Group
EXPE
|
$14.6M |
| 2 |
SLM Corp
SLM
|
$13.9M |
| 3 |
Gen Digital
GEN
|
$12.7M |
| 4 |
Amazon
AMZN
|
$12.6M |
| 5 |
Zillow
Z
|
$12.4M |
Sector Composition
| 1 | Communication Services | 31.87% |
| 2 | Consumer Discretionary | 14.67% |
| 3 | Technology | 12.17% |
| 4 | Consumer Staples | 9.57% |
| 5 | Financials | 9.55% |
