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
$352M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$20.6M
3
+$10.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.8M

Top Sells

1
+$25.1M
2
+$18M
3
+$8.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.55M
5
NOC icon
Northrop Grumman
NOC
+$3.24M

Sector Composition

1 Technology 8.73%
2 Financials 5.39%
3 Consumer Discretionary 4.28%
4 Healthcare 4.14%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,000
102
– –
-15,265
103
– –
-126,920
104
– –
-42,890
105
– –
-5,593
1 2 3 4
5