MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+0.75%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$224M
AUM Growth
+$224M
(-0.49%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
56.41%
Holding
76
New
4
Increased
25
Reduced
17
Closed
6
Top Buys
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$13.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.5M |
| 3 |
Palo Alto Networks
PANW
|
$2.62M |
| 4 |
Albemarle
ALB
|
$789K |
| 5 |
CVS Health
CVS
|
$476K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$20.1M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$4.88M |
| 3 |
Sherwin-Williams
SHW
|
$3.01M |
| 4 |
FedEx
FDX
|
$2.95M |
| 5 |
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% |