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
$164M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.42M
3
+$1.27M
4
BIIB icon
Biogen
BIIB
+$1.26M
5
WFC icon
Wells Fargo
WFC
+$977K

Top Sells

1
+$2.57M
2
+$2.55M
3
+$1.76M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$427K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$313K

Sector Composition

1 Financials 12.53%
2 Healthcare 10.41%
3 Industrials 7.08%
4 Technology 6.64%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.59%
31,342
+215
27
$2.6M 1.58%
95,642
-435
28
$2.56M 1.56%
192,917
+1,410
29
$2.49M 1.51%
16,362
+53
30
$2.41M 1.47%
52,037
31
$2.33M 1.42%
19,115
32
$2.27M 1.38%
21,900
33
$2.12M 1.29%
21,630
34
$2.03M 1.23%
10,540
35
$1.87M 1.14%
33,938
-100
36
$1.82M 1.11%
74,754
37
$1.82M 1.11%
14,245
38
$1.71M 1.04%
21,835
39
$1.62M 0.99%
56,484
-80
40
$1.35M 0.82%
24,360
-630
41
$1.28M 0.78%
8,859
42
$1.28M 0.78%
28,347
43
$1.25M 0.76%
37,481
44
$1.21M 0.74%
8,013
45
$812K 0.49%
11,040
46
$799K 0.49%
9,370
-575
47
$531K 0.32%
16,280
-322
48
$469K 0.29%
54,000
49
$409K 0.25%
1,944
+165
50
$386K 0.23%
8,100
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