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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
$230M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.7M
3
+$1.66M
4
APTV icon
Aptiv
APTV
+$1.61M
5
JPM icon
JPMorgan Chase
JPM
+$1.56M

Top Sells

1
+$2.55M
2
+$2.12M
3
+$2.04M
4
C icon
Citigroup
C
+$1.47M
5
PYPL icon
PayPal
PYPL
+$713K

Sector Composition

1 Financials 9.43%
2 Healthcare 7%
3 Consumer Discretionary 6.38%
4 Industrials 4.96%
5 Technology 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.14%
10,760
+15
27
$2.51M 1.09%
24,300
+2,700
28
$2.4M 1.04%
76,644
29
$2.36M 1.03%
14,344
+325
30
$2.33M 1.01%
11,247
-140
31
$2.3M 1%
23,061
+7,523
32
$2.3M 1%
9,795
-55
33
$2.28M 0.99%
14,641
+1
34
$2.26M 0.99%
127,642
+500
35
$2.19M 0.96%
21,920
-80
36
$2.17M 0.95%
16,080
+4,284
37
$2.12M 0.92%
57,834
+470
38
$1.93M 0.84%
12,124
+89
39
$1.85M 0.8%
9,111
-15
40
$1.77M 0.77%
7,791
-30
41
$1.76M 0.77%
24,995
+230
42
$1.7M 0.74%
+20,405
43
$1.69M 0.73%
19,155
44
$1.61M 0.7%
+19,220
45
$1.56M 0.68%
+13,868
46
$1.53M 0.67%
76,945
+10
47
$1.37M 0.6%
32,866
48
$1.35M 0.59%
+10,376
49
$1.33M 0.58%
54,000
50
$1.3M 0.57%
28,136
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