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
$224M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$11.5M
3 +$2.62M
4
ALB icon
Albemarle
ALB
+$789K
5
CVS icon
CVS Health
CVS
+$476K

Top Sells

1 +$20.1M
2 +$4.88M
3 +$3.01M
4
FDX icon
FedEx
FDX
+$2.95M
5
T icon
AT&T
T
+$384K

Sector Composition

1 Financials 8.14%
2 Technology 5.84%
3 Healthcare 5.05%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000