MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+3.13%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$174M
AUM Growth
+$174M
(+5.6%)
Cap. Flow
+$3.75M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
47.73%
Holding
68
New
6
Increased
12
Reduced
29
Closed
3
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.71M |
| 2 |
AB InBev
BUD
|
$2.86M |
| 3 |
Cognizant
CTSH
|
$2.67M |
| 4 |
Bristol-Myers Squibb
BMY
|
$2.62M |
| 5 |
CVS Health
CVS
|
$1.94M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.98M |
| 2 |
Walt Disney
DIS
|
$2.79M |
| 3 |
EMC
EMC CORPORATION
EMC
|
$2.6M |
| 4 |
Johnson Controls International
JCI
|
$489K |
| 5 |
EOG Resources
EOG
|
$255K |
Sector Composition
| 1 | Financials | 12.35% |
| 2 | Healthcare | 10.97% |
| 3 | Technology | 7.24% |
| 4 | Industrials | 6.2% |
| 5 | Consumer Discretionary | 5.33% |
