MM

Meridian Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.19M
3 +$1.57M
4
MBB icon
iShares MBS ETF
MBB
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1 +$2.5M
2 +$2.41M
3 +$2.38M
4
XOM icon
Exxon Mobil
XOM
+$1.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$994K

Sector Composition

1 Financials 11.17%
2 Healthcare 7.68%
3 Technology 6.22%
4 Industrials 4.24%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-38,594
77
-39,191