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
$216M
AUM Growth
-$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.9M
3
+$4.12M
4
BABA icon
Alibaba
BABA
+$2.38M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$21.3M
2
+$5.51M
3
+$4.35M
4
MON
Monsanto Co
MON
+$2.84M
5
CTSH icon
Cognizant
CTSH
+$2.48M

Sector Composition

1 Financials 10.12%
2 Healthcare 6.34%
3 Industrials 4.92%
4 Consumer Discretionary 4.6%
5 Technology 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.12%
18,296
-15,262
27
$2.38M 1.1%
+12,801
28
$2.25M 1.04%
21,600
+4,645
29
$2.25M 1.04%
127,142
+2,925
30
$2.23M 1.03%
10,745
+120
31
$2.22M 1.03%
11,387
+75
32
$2.19M 1.01%
76,644
-3,060
33
$2.15M 0.99%
57,364
+700
34
$2.1M 0.97%
14,640
-307
35
$2.06M 0.95%
9,850
+70
36
$2.04M 0.94%
18,639
+455
37
$1.87M 0.87%
+22,000
38
$1.68M 0.78%
9,126
+80
39
$1.66M 0.77%
+12,035
40
$1.65M 0.76%
7,821
+95
41
$1.55M 0.72%
+11,796
42
$1.53M 0.71%
+24,765
43
$1.51M 0.7%
19,155
44
$1.5M 0.7%
76,935
+885
45
$1.47M 0.68%
22,030
+250
46
$1.47M 0.68%
+15,538
47
$1.38M 0.64%
14,260
+245
48
$1.23M 0.57%
28,136
49
$1.19M 0.55%
8,937
50
$1.15M 0.53%
54,000
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