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
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$8.43M
3 +$6.64M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.21M
5
IBM icon
IBM
IBM
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.62%
2 Technology 14.05%
3 Healthcare 10.54%
4 Energy 5.72%
5 Financials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.82M 1.6%
+18,412
27
$1.76M 1.55%
+45,390
28
$1.66M 1.46%
+20,024
29
$1.65M 1.45%
+40,835
30
$1.63M 1.43%
+32,375
31
$1.58M 1.39%
+14,570
32
$1.57M 1.38%
+18,061
33
$1.54M 1.35%
+29,405
34
$1.51M 1.33%
+66,670
35
$1.5M 1.32%
+98,456
36
$1.42M 1.25%
+49,075
37
$1.32M 1.16%
+78,400
38
$1.15M 1.01%
+80,854
39
$1.14M 1%
+28,500
40
$1.04M 0.91%
+37,481
41
$978K 0.86%
+5,769
42
$936K 0.82%
+8,013
43
$649K 0.57%
+8,000
44
$478K 0.42%
+5,400
45
$458K 0.4%
+10,600
46
$457K 0.4%
+17,159
47
$407K 0.36%
+10,550
48
$396K 0.35%
+3,300
49
$324K 0.28%
+8,500
50
$286K 0.25%
+4,855