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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
$323M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.14M
3
+$1.03M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$514K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$70.1K

Top Sells

1
+$9.46M
2
+$3.64M
3
+$3.45M
4
ALGN icon
Align Technology
ALGN
+$2.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.19M

Sector Composition

1 Technology 13.8%
2 Consumer Staples 4.45%
3 Industrials 4.17%
4 Financials 3.37%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
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