MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+7.88%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$249M
AUM Growth
+$249M
(+11%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
76
New
6
Increased
22
Reduced
22
Closed
1
Top Buys
| 1 |
Elevance Health
ELV
|
$3.62M |
| 2 |
Autodesk
ADSK
|
$2.86M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.79M |
| 4 |
iShares MBS ETF
MBB
|
$642K |
| 5 |
Bristol-Myers Squibb
BMY
|
$567K |
Top Sells
| 1 |
Albemarle
ALB
|
$1.19M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$136K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$133K |
| 4 |
Exxon Mobil
XOM
|
$80.7K |
| 5 |
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% |