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
$126M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Sells

1 +$232K
2 +$214K
3 +$198K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$178K
5
GLW icon
Corning
GLW
+$110K

Sector Composition

1 Industrials 17.29%
2 Technology 12.9%
3 Healthcare 11.01%
4 Financials 5.96%
5 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.14M 1.71%
43,265
-670
27
$2.08M 1.66%
131,195
-2,130
28
$2.04M 1.62%
22,542
-530
29
$1.88M 1.5%
17,901
-485
30
$1.85M 1.47%
20,394
-250
31
$1.83M 1.46%
41,360
+220
32
$1.8M 1.43%
28,895
-510
33
$1.75M 1.39%
44,455
-560
34
$1.65M 1.32%
14,500
-70
35
$1.63M 1.3%
91,636
-6,170
36
$1.57M 1.25%
47,660
-2,820
37
$1.5M 1.19%
66,945
-800
38
$1.2M 0.96%
53,611
-4,390
39
$1.18M 0.94%
28,500
40
$1.09M 0.87%
37,481
41
$1.08M 0.86%
8,013
42
$1.05M 0.84%
5,676
-73
43
$631K 0.5%
8,000
44
$563K 0.45%
10,600
45
$456K 0.36%
17,159
46
$428K 0.34%
5,400
47
$359K 0.29%
8,500
48
$343K 0.27%
8,100
-2,450
49
$303K 0.24%
4,855
50
$281K 0.22%
4,000