MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
-7.57%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$152M
AUM Growth
+$152M
(-7.6%)
Cap. Flow
+$2.95K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
47.35%
Holding
70
New
6
Increased
26
Reduced
16
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.62M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$2.21M |
| 3 |
Biogen
BIIB
|
$1.67M |
| 4 |
Home Depot
HD
|
$1.56M |
| 5 |
PayPal
PYPL
|
$1.33M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.64M |
| 2 |
Hologic
HOLX
|
$2.66M |
| 3 |
eBay
EBAY
|
$2.53M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$2.18M |
| 5 |
NOV
NOV
|
$1.45M |
Sector Composition
| 1 | Industrials | 12.18% |
| 2 | Healthcare | 11.65% |
| 3 | Technology | 9.89% |
| 4 | Financials | 8.4% |
| 5 | Energy | 4.32% |
