MM

Meridian Management Portfolio holdings

AUM $404M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.52M
3
+$2.44M
4
COP icon
ConocoPhillips
COP
+$1.87M
5
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$1.7M

Top Sells

1
+$3.03M
2
+$2.27M
3
+$2.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M

Sector Composition

1 Technology 8.42%
2 Financials 6.94%
3 Industrials 5.3%
4 Healthcare 4.6%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-99,768
1 2 3
4