MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+7.87%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$274M
AUM Growth
+$274M
(+9.3%)
Cap. Flow
+$6.04M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
57.98%
Holding
74
New
3
Increased
20
Reduced
26
Closed
2
Top Buys
Top Sells
| 1 |
ConocoPhillips
COP
|
$1.81M |
| 2 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
$1.61M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.54M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$1.45M |
| 5 |
iShares International Equity Factor ETF
INTF
|
$1.38M |
Sector Composition
| 1 | Financials | 6.84% |
| 2 | Technology | 6.45% |
| 3 | Industrials | 5.53% |
| 4 | Healthcare | 4.81% |
| 5 | Consumer Staples | 4.33% |
