MM
Meridian Management Portfolio holdings
AUM
$366M
1-Year Return
15.11%
This Quarter Return
+8.51%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$394M
AUM Growth
+$29.6M
(+8.1%)
Cap. Flow
+$1.67M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
54.4%
Holding
101
New
4
Increased
54
Reduced
18
Closed
8
Top Buys
| 1 |
Fortinet
FTNT
|
$3.37M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.73M |
| 3 |
Amazon
AMZN
|
$1.35M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.24M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.17M |
Top Sells
| 1 |
Etsy
ETSY
|
$3.74M |
| 2 |
Charles Schwab
SCHW
|
$3.22M |
| 3 |
Dollar General
DG
|
$3.02M |
| 4 |
Charles River Laboratories
CRL
|
$1.92M |
| 5 |
Texas Pacific Land
TPL
|
$1.34M |
Sector Composition
| 1 | Technology | 11.62% |
| 2 | Industrials | 4.83% |
| 3 | Healthcare | 3.82% |
| 4 | Consumer Staples | 3.66% |
| 5 | Financials | 3.61% |
