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
$140M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$923K
3
+$658K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$365K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$210K

Top Sells

1
+$3.36M
2
+$1.28M
3
+$216K
4
FDX icon
FedEx
FDX
+$203K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$62.3K

Sector Composition

1 Healthcare 15.49%
2 Industrials 14.66%
3 Technology 11.59%
4 Financials 8.4%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.57%
41,552
27
$2.17M 1.55%
19,272
-50
28
$2.14M 1.53%
20,375
+100
29
$2.11M 1.51%
36,950
30
$1.95M 1.4%
86,046
31
$1.85M 1.33%
20,195
+240
32
$1.72M 1.23%
17,751
33
$1.7M 1.21%
21,204
+80
34
$1.7M 1.21%
43,655
+315
35
$1.49M 1.07%
29,865
+180
36
$1.49M 1.06%
53,994
37
$1.24M 0.89%
37,481
38
$1.17M 0.84%
7,636
39
$1.16M 0.83%
28,500
40
$1.11M 0.8%
5,356
-300
41
$953K 0.68%
8,013
42
$698K 0.5%
10,820
+220
43
$596K 0.43%
54,000
44
$447K 0.32%
5,400
45
$431K 0.31%
8,000
46
$405K 0.29%
8,280
47
$384K 0.27%
8,100
48
$380K 0.27%
15,414
+281
49
$332K 0.24%
4,855
50
$300K 0.21%
4,000
1
2
3