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
$509M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$25.3M
3
+$24.7M
4
CRI icon
Carter's
CRI
+$21.8M
5
V icon
Visa
V
+$21.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 30.72%
2 Communication Services 28.73%
3 Financials 10.68%
4 Technology 7.28%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
0
78
– –
0
79
– –
0
80
– –
0
1 2 3
4