MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
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
+$2.26M
2
+$1.96M
3
+$1.93M
4
COP icon
ConocoPhillips
COP
+$1.92M
5
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$1.54M

Top Sells

1
+$3.03M
2
+$2.15M
3
+$2.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$981K

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