Portfolio (Quarterly)
Guide ↗
MERITAGE PORTFOLIO MANAGEMENT
· CIK 0000881432| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SM | SM ENERGY CO | Energy | 8,377 | $209K | 0.01% | SOLD |
| 22 | EXC | EXELON CORP | Utilities | 4,583 | $206K | 0.01% | SOLD |
| 23 | BLK | BLACKROCK INC. | Financial Services | 176 | $205K | 0.01% | SOLD |
| 24 | UTL | UNITIL CORP | Utilities | 4,236 | $203K | 0.01% | SOLD |
| 25 | INMD | INMODE LTD | Healthcare | 10,798 | $161K | 0.01% | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
15.0%
Communication Services
11.5%
Consumer Cyclical
11.0%
Healthcare
7.8%
Industrials
5.8%
Energy
4.8%
Consumer Defensive
3.6%
Real Estate
3.4%
Utilities
2.8%