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
$394M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.73M
3
+$1.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.17M

Top Sells

1
+$3.74M
2
+$3.22M
3
+$3.02M
4
CRL icon
Charles River Laboratories
CRL
+$1.92M
5
TPL icon
Texas Pacific Land
TPL
+$1.34M

Sector Composition

1 Technology 11.62%
2 Industrials 4.83%
3 Healthcare 3.82%
4 Consumer Staples 3.66%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,280
1 2 3 4
5