MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+0.94%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$216M
AUM Growth
+$216M
(-0.32%)
Cap. Flow
-$1.61M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
51.86%
Holding
83
New
9
Increased
34
Reduced
13
Closed
7
Top Buys
| 1 |
iShares International Equity Factor ETF
INTF
|
$15.3M |
| 2 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
$11.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.12M |
| 4 |
Alibaba
BABA
|
$2.38M |
| 5 |
Amazon
AMZN
|
$1.87M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$21.3M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.51M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.35M |
| 4 |
MON
Monsanto Co
MON
|
$2.84M |
| 5 |
Cognizant
CTSH
|
$2.48M |
Sector Composition
| 1 | Financials | 10.12% |
| 2 | Healthcare | 6.34% |
| 3 | Industrials | 4.92% |
| 4 | Consumer Discretionary | 4.6% |
| 5 | Technology | 4.44% |
