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
$164M
AUM Growth
+$164M
(+0.64%)
Cap. Flow
-$981K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
46.39%
Holding
66
New
–
Increased
16
Reduced
14
Closed
4
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$1.45M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.42M |
| 3 |
PayPal
PYPL
|
$1.27M |
| 4 |
Biogen
BIIB
|
$1.26M |
| 5 |
Wells Fargo
WFC
|
$977K |
Top Sells
| 1 |
Trinity Industries
TRN
|
$2.57M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.55M |
| 3 |
American Express
AXP
|
$1.76M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$427K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$313K |
Sector Composition
| 1 | Financials | 12.53% |
| 2 | Healthcare | 10.41% |
| 3 | Industrials | 7.08% |
| 4 | Technology | 6.64% |
| 5 | Consumer Discretionary | 6.35% |
