MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
-1.33%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$163M
AUM Growth
+$163M
(+4.6%)
Cap. Flow
+$9.6M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
47.39%
Holding
69
New
4
Increased
29
Reduced
10
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.28M |
| 2 |
Casey's General Stores
CASY
|
$3M |
| 3 |
Nike
NKE
|
$2.09M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.99M |
| 5 |
Charles Schwab
SCHW
|
$1.94M |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$3.23M |
| 2 |
United Parcel Service
UPS
|
$2.85M |
| 3 |
Fluor
FLR
|
$1.9M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$763K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$729K |
Sector Composition
| 1 | Financials | 12.31% |
| 2 | Healthcare | 8.57% |
| 3 | Industrials | 8.51% |
| 4 | Technology | 7.1% |
| 5 | Consumer Discretionary | 6.19% |
