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
$138M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.84M
3
+$791K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$404K
5
FDX icon
FedEx
FDX
+$203K

Top Sells

1
+$1.67M
2
+$214K
3
+$121K
4
GLW icon
Corning
GLW
+$112K
5
AMRE
AMREIT INC NEW COM STK
AMRE
+$92.8K

Sector Composition

1 Industrials 14.89%
2 Healthcare 14.16%
3 Technology 11.89%
4 Financials 8.78%
5 Energy 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.63%
36,950
+2,125
27
$2.13M 1.55%
43,340
+600
28
$2.1M 1.53%
41,552
+325
29
$1.97M 1.43%
86,046
-4,890
30
$1.97M 1.43%
17,751
31
$1.95M 1.41%
29,685
+1,310
32
$1.93M 1.4%
21,124
+290
33
$1.91M 1.39%
+20,275
34
$1.87M 1.36%
70,060
+190
35
$1.84M 1.33%
+19,955
36
$1.5M 1.09%
53,994
+33
37
$1.28M 0.93%
46,750
+215
38
$1.2M 0.87%
28,500
39
$1.17M 0.85%
7,636
40
$1.17M 0.85%
5,656
41
$1.11M 0.8%
37,481
42
$970K 0.7%
8,013
43
$652K 0.47%
54,000
44
$626K 0.45%
10,600
45
$470K 0.34%
8,000
46
$446K 0.32%
5,400
47
$386K 0.28%
8,280
48
$384K 0.28%
15,133
+18
49
$380K 0.28%
8,100
50
$334K 0.24%
4,855
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