MM

Meridian Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.2M
3
+$1.68M
4
KMI icon
Kinder Morgan
KMI
+$1.21M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.14M

Top Sells

1
+$3.47M
2
+$2.71M
3
+$1.61M
4
RRC icon
Range Resources
RRC
+$1.01M
5
SLB icon
SLB Limited
SLB
+$501K

Sector Composition

1 Financials 11.92%
2 Healthcare 7.73%
3 Technology 6%
4 Consumer Discretionary 3.7%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.13%
38,594
+715
27
$2.38M 1.11%
39,191
-145
28
$2.27M 1.06%
16,623
-585
29
$2.26M 1.05%
13,818
-1,170
30
$2.2M 1.03%
+18,779
31
$2.19M 1.02%
30,890
-60
32
$2.15M 1%
11,352
-520
33
$2.14M 1%
8,579
-270
34
$2.05M 0.96%
15,212
-880
35
$1.88M 0.88%
42,799
-1,060
36
$1.83M 0.85%
9,820
-55
37
$1.74M 0.81%
15,601
-950
38
$1.68M 0.78%
30,718
+20,908
39
$1.64M 0.76%
9,061
-65
40
$1.62M 0.76%
21,785
-105
41
$1.54M 0.72%
76,265
+270
42
$1.54M 0.72%
19,155
43
$1.51M 0.7%
20,815
-3,670
44
$1.47M 0.68%
7,626
-280
45
$1.34M 0.63%
19,924
-7,433
46
$1.31M 0.61%
38,235
+121
47
$1.31M 0.61%
8,937
48
$1.3M 0.61%
28,336
-250
49
$1.29M 0.6%
13,640
-345
50
$1.21M 0.57%
+67,047
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