MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
-2.3%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$323M
AUM Growth
+$323M
(-15%)
Cap. Flow
-$45.6M
Cap. Flow
% of AUM
-14.11%
Top 10 Holdings %
Top 10 Hldgs %
56.03%
Holding
100
New
–
Increased
6
Reduced
53
Closed
29
Top Buys
| 1 |
Keysight
KEYS
|
$1.61M |
| 2 |
EPAM Systems
EPAM
|
$1.14M |
| 3 |
Zebra Technologies
ZBRA
|
$1.03M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$514K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$70.1K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.46M |
| 2 |
Fiserv
FI
|
$3.64M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.45M |
| 4 |
Align Technology
ALGN
|
$2.36M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.19M |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Consumer Staples | 4.45% |
| 3 | Industrials | 4.17% |
| 4 | Financials | 3.37% |
| 5 | Communication Services | 3.22% |
