MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.73M
3
+$1.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.17M

Top Sells

1
+$3.74M
2
+$3.22M
3
+$3.02M
4
CRL icon
Charles River Laboratories
CRL
+$1.92M
5
TPL icon
Texas Pacific Land
TPL
+$1.34M

Sector Composition

1 Technology 11.62%
2 Industrials 4.83%
3 Healthcare 3.82%
4 Consumer Staples 3.66%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.12%
16,006
+482
27
$4.15M 1.05%
11,200
+270
28
$3.98M 1.01%
15,665
+476
29
$3.6M 0.91%
20,883
+426
30
$3.53M 0.9%
22,225
+1,321
31
$3.53M 0.9%
5,703
+93
32
$3.51M 0.89%
9,354
33
$3.37M 0.86%
11,311
+61
34
$3.37M 0.86%
+43,481
35
$2.75M 0.7%
52,732
+1,106
36
$2.47M 0.63%
97,800
-8,804
37
$2.27M 0.58%
2,562
-1,512
38
$2.18M 0.55%
30,367
+1,796
39
$1.89M 0.48%
54,628
-4
40
$1.65M 0.42%
7,471
+4
41
$1.64M 0.42%
3,361
+21
42
$1.53M 0.39%
12,617
-4
43
$1.46M 0.37%
28,283
+182
44
$1.39M 0.35%
9,200
45
$1.34M 0.34%
2,540
-45
46
$1.21M 0.31%
2,452
+51
47
$1.02M 0.26%
36,126
+1,443
48
$1.02M 0.26%
8,100
49
$1.02M 0.26%
2,360
+163
50
$994K 0.25%
12,347
+30
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