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
$249M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$2.85M
3 +$1.79M
4
MBB icon
iShares MBS ETF
MBB
+$642K
5
BMY icon
Bristol-Myers Squibb
BMY
+$567K

Top Sells

1 +$1.19M
2 +$136K
3 +$133K
4
XOM icon
Exxon Mobil
XOM
+$80.7K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.7K

Sector Composition

1 Financials 8.17%
2 Technology 7.38%
3 Healthcare 6.81%
4 Consumer Discretionary 4.84%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,000