MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+5.14%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$156M
AUM Growth
+$156M
(+2.4%)
Cap. Flow
-$2.88M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
46.26%
Holding
70
New
5
Increased
8
Reduced
20
Closed
5
Top Buys
| 1 |
AET
Aetna Inc
AET
|
$2.07M |
| 2 |
Bank of America
BAC
|
$1.93M |
| 3 |
Sherwin-Williams
SHW
|
$1.85M |
| 4 |
NXP Semiconductors
NXPI
|
$1.61M |
| 5 |
United Parcel Service
UPS
|
$1.13M |
Top Sells
| 1 |
Oracle
ORCL
|
$2.44M |
| 2 |
Qualcomm
QCOM
|
$1.98M |
| 3 |
Caterpillar
CAT
|
$1.55M |
| 4 |
Corning
GLW
|
$1.45M |
| 5 |
Carpenter Technology
CRS
|
$1.32M |
Sector Composition
| 1 | Healthcare | 12.51% |
| 2 | Industrials | 12.02% |
| 3 | Financials | 11.42% |
| 4 | Technology | 6.93% |
| 5 | Energy | 4.61% |
