MM

Meridian Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
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 +$30.2M
2 +$21.1M
3 +$11.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M

Top Sells

1 +$26.8M
2 +$18.5M
3 +$8.99M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.08M
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