MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
-3%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$307M
AUM Growth
+$307M
(-4%)
Cap. Flow
-$1.67M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
58.86%
Holding
98
New
5
Increased
38
Reduced
37
Closed
3
Top Buys
| 1 |
Charles River Laboratories
CRL
|
$1.76M |
| 2 |
Etsy
ETSY
|
$1.46M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.17M |
| 4 |
Centene
CNC
|
$836K |
| 5 |
Texas Pacific Land
TPL
|
$770K |
Top Sells
| 1 |
CVS Health
CVS
|
$4.23M |
| 2 |
Amazon
AMZN
|
$2.13M |
| 3 |
PayPal
PYPL
|
$1.31M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.21M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$236K |
Sector Composition
| 1 | Technology | 8.21% |
| 2 | Industrials | 5.75% |
| 3 | Financials | 4.88% |
| 4 | Healthcare | 4.17% |
| 5 | Consumer Staples | 4.12% |
