MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
+6.54%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$366M
AUM Growth
+$366M
(+4.1%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
53.76%
Holding
102
New
6
Increased
37
Reduced
35
Closed
1
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.84M |
| 2 |
Walmart
WMT
|
$5.65M |
| 3 |
Zebra Technologies
ZBRA
|
$3.33M |
| 4 |
PayPal
PYPL
|
$1.99M |
| 5 |
Texas Pacific Land
TPL
|
$1.6M |
Top Sells
| 1 |
Diamondback Energy
FANG
|
$2.64M |
| 2 |
Fiserv
FI
|
$2.31M |
| 3 |
Salesforce
CRM
|
$1.94M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.53M |
| 5 |
Blackrock
BLK
|
$349K |
Sector Composition
| 1 | Technology | 8.42% |
| 2 | Financials | 5.98% |
| 3 | Healthcare | 4.54% |
| 4 | Industrials | 4.5% |
| 5 | Consumer Discretionary | 4.04% |
