MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+2.11%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$169M
AUM Growth
+$169M
(-2.7%)
Cap. Flow
-$7.21M
Cap. Flow
% of AUM
-4.27%
Top 10 Holdings %
Top 10 Hldgs %
47.88%
Holding
70
New
5
Increased
10
Reduced
39
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.85M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.54M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.82M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.21M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$698K |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$5.47M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.52M |
| 3 |
NXP Semiconductors
NXPI
|
$2.13M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$2.07M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$948K |
Sector Composition
| 1 | Financials | 12.85% |
| 2 | Healthcare | 9.84% |
| 3 | Industrials | 6.29% |
| 4 | Technology | 6.16% |
| 5 | Consumer Discretionary | 5.34% |
