MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.52M
3
+$2.23M
4
MBB icon
iShares MBS ETF
MBB
+$515K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$444K

Top Sells

1
+$8.61M
2
+$6.22M
3
+$2.28M
4
JPM icon
JPMorgan Chase
JPM
+$1.92M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.71M

Sector Composition

1 Financials 8.44%
2 Healthcare 5.98%
3 Consumer Discretionary 5.7%
4 Industrials 4.54%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-17,032
77
– –
-16,605
1 2 3
4