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
$202M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.57M
4
KEY icon
KeyCorp
KEY
+$1.43M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.43M

Top Sells

1
+$2.34M
2
+$832K
3
+$685K
4
AAPL icon
Apple
AAPL
+$385K
5
QCOM icon
Qualcomm
QCOM
+$376K

Sector Composition

1 Financials 11.36%
2 Healthcare 8.98%
3 Technology 5.12%
4 Industrials 4.58%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.07%
22,335
+165
27
$2.05M 1.02%
17,208
-210
28
$2.01M 1%
16,092
29
$2M 0.99%
8,849
+35
30
$1.99M 0.99%
24,485
-105
31
$1.98M 0.98%
75,954
32
$1.98M 0.98%
16,551
-240
33
$1.96M 0.97%
37,879
-210
34
$1.94M 0.96%
11,872
-90
35
$1.91M 0.95%
27,357
-360
36
$1.71M 0.85%
43,859
-510
37
$1.62M 0.8%
+9,875
38
$1.61M 0.8%
39,955
-825
39
$1.59M 0.79%
+21,890
40
$1.45M 0.72%
9,126
-4,310
41
$1.43M 0.71%
+75,995
42
$1.43M 0.71%
+13,985
43
$1.4M 0.69%
19,155
44
$1.29M 0.64%
38,114
+317
45
$1.29M 0.64%
28,586
+450
46
$1.24M 0.61%
8,937
47
$1.22M 0.61%
7,906
+175
48
$1.2M 0.59%
23,504
49
$1.01M 0.5%
51,855
+1,085
50
$977K 0.48%
54,000
1
2
3