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
$249M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.85M
3
+$1.79M
4
MBB icon
iShares MBS ETF
MBB
+$642K
5
BMY icon
Bristol-Myers Squibb
BMY
+$567K

Top Sells

1
+$1.19M
2
+$136K
3
+$133K
4
XOM icon
Exxon Mobil
XOM
+$80.7K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.7K

Sector Composition

1 Financials 8.17%
2 Technology 7.38%
3 Healthcare 6.81%
4 Consumer Discretionary 4.84%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.33%
75,333
-3,020
27
$3.02M 1.21%
78,342
+1,212
28
$2.85M 1.14%
+15,564
29
$2.85M 1.14%
8,274
+46
30
$2.84M 1.14%
14,970
+49
31
$2.83M 1.13%
15,983
-41
32
$2.74M 1.1%
129,432
33
$2.54M 1.02%
30,281
+2,674
34
$2.51M 1.01%
26,427
+45
35
$2.36M 0.95%
8,207
+17
36
$2.03M 0.81%
11,536
-100
37
$1.98M 0.79%
27,048
-16,254
38
$1.87M 0.75%
42,106
-1,140
39
$1.82M 0.73%
19,327
40
$1.81M 0.73%
15,131
+6
41
$1.59M 0.64%
28,824
42
$1.3M 0.52%
54,000
43
$1.23M 0.49%
19,177
+8,837
44
$1.15M 0.46%
22,519
45
$1.15M 0.46%
8,937
46
$1.13M 0.45%
30,374
-59
47
$946K 0.38%
16,318
+12
48
$738K 0.3%
2,495
49
$613K 0.25%
8,786
-1,156
50
$606K 0.24%
12,060
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