Meritage Portfolio Management Inc

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Assets, Funds, Holdings

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CAFR Data
Meritage Portfolio Management Inc
CRD #107177
SEC #801-39348
CIK #
AUM $1.5 BB (96% Disc, 100% US)
Employees17 (53% Investors, 0% Brokers)
Phone913-345-7000
Address7500 College Blvd
Overland Park, KS 66210
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1640131298465632802000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTV34.8
AAPL843,560.029.5
MSFT865,660.026.0
AMZN820,610.024.0
VUG21.2
GOOGL819,810.020.0
ZBRA11,280.018.7
HD206,070.018.1
ISRG62,160.017.7
MA250,210.017.0
View All
Holdings by Sector ($)
1.00.80.60.40.20.02014201620182020
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Synovus Trust Company NA
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SouthernSun Asset Management LLC
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