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
$152M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$2.21M
3
+$1.67M
4
HD icon
Home Depot
HD
+$1.56M
5
PYPL icon
PayPal
PYPL
+$1.33M

Top Sells

1
+$3.64M
2
+$2.66M
3
+$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.18M
5
NOV icon
NOV
NOV
+$1.45M

Sector Composition

1 Industrials 12.18%
2 Healthcare 11.65%
3 Technology 9.89%
4 Financials 8.4%
5 Energy 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.41%
29,041
+439
27
$2.12M 1.39%
23,258
+480
28
$2.03M 1.33%
19,835
-540
29
$1.98M 1.3%
36,882
+4,642
30
$1.93M 1.27%
44,574
+2,879
31
$1.87M 1.23%
21,960
+2,688
32
$1.76M 1.15%
17,816
-15
33
$1.73M 1.13%
40,785
+3,270
34
$1.67M 1.09%
+5,716
35
$1.56M 1.02%
+13,470
36
$1.55M 1.02%
23,697
+2,493
37
$1.5M 0.98%
27,540
-2,774
38
$1.48M 0.97%
20,384
+189
39
$1.45M 0.95%
55,154
+1,273
40
$1.45M 0.95%
84,576
+1,930
41
$1.33M 0.88%
+42,961
42
$1.32M 0.86%
44,287
+482
43
$1.23M 0.81%
8,859
44
$1.14M 0.75%
28,522
45
$1.14M 0.75%
13,365
-1,383
46
$1.12M 0.73%
37,481
47
$968K 0.64%
8,013
48
$654K 0.43%
11,040
49
$484K 0.32%
54,000
50
$394K 0.26%
15,997
+322
1
2
3