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
$190M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.71M
3
+$1.7M
4
FDX icon
FedEx
FDX
+$1.66M
5
CPAY icon
Corpay
CPAY
+$1.11M

Top Sells

1
+$2.8M
2
+$1.72M
3
+$1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$372K
5
EMCG
WisdomTree Emerging Markets Consumer Growth Fund
EMCG
+$270K

Sector Composition

1 Financials 10.17%
2 Healthcare 9.47%
3 Industrials 6.2%
4 Technology 5.22%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.14%
39,231
+10
27
$2.04M 1.07%
13,436
-5
28
$2.04M 1.07%
17,418
+15
29
$2.01M 1.06%
22,170
+15
30
$1.98M 1.04%
24,590
+5
31
$1.92M 1.01%
8,814
+7,647
32
$1.92M 1.01%
75,954
33
$1.92M 1.01%
16,092
-3,125
34
$1.85M 0.98%
16,791
-20
35
$1.83M 0.97%
11,962
-20
36
$1.82M 0.96%
27,717
+5
37
$1.77M 0.93%
40,780
-60
38
$1.71M 0.9%
+11,298
39
$1.7M 0.89%
+44,369
40
$1.47M 0.77%
19,155
-36,439
41
$1.31M 0.69%
8,937
42
$1.26M 0.66%
28,136
43
$1.21M 0.63%
37,797
44
$1.2M 0.63%
23,504
-4,275
45
$1.18M 0.62%
50,770
+22,960
46
$1.11M 0.59%
+7,731
47
$1.04M 0.55%
8,013
48
$982K 0.52%
54,000
49
$543K 0.29%
2,445
+160
50
$540K 0.28%
9,840
-500
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