
Meritage Portfolio Management
CIK Number: 0000881432
1.61B
Market Value
318
# of Holdings
16 months
Avg. Holding Period
43.27%
Win Rate
5.79%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 193.35 | -1.84% | 435.93K | -8.27% | 109.17M | 38.01 | 6.77% |
2 | MSFT | Microsoft Corpo... | 359.54 | -2.24% | 185.13K | -1.67% | 78.03M | 98.07 | 4.84% |
3 | GOOGL | Alphabet Inc. | 147.92 | -2.14% | 390.38K | -2.01% | 73.9M | 73.14 | 4.59% |
4 | AVGO | Broadcom Inc. | 166.56 | -2.59% | 267.36K | -2.22% | 61.98M | 50.93 | 3.85% |
5 | NVDA | NVIDIA Corporat... | 97.06 | -4.37% | 287.81K | +23.52% | 38.65M | 99.19 | 2.40% |
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- Up to 30 years financial history
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