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
$196M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.26M
3
+$1.84M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
BLK icon
Blackrock
BLK
+$642K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$1.85M
4
EXPE icon
Expedia Group
EXPE
+$1.35M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.29M

Sector Composition

1 Financials 9.22%
2 Healthcare 6.89%
3 Consumer Discretionary 4.87%
4 Consumer Staples 4.15%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.1%
54,852
+2,260
27
$2.11M 1.08%
15,975
+3,851
28
$2.07M 1.05%
15,769
+1,425
29
$2M 1.02%
22,926
30
$1.98M 1.01%
128,997
+1,355
31
$1.97M 1%
9,655
-140
32
$1.92M 0.98%
19,686
+5,818
33
$1.92M 0.98%
14,648
+7
34
$1.9M 0.97%
49,745
-29,130
35
$1.89M 0.96%
11,007
-240
36
$1.84M 0.94%
+552,440
37
$1.7M 0.87%
25,220
+225
38
$1.49M 0.76%
8,006
+215
39
$1.4M 0.72%
18,201
-4,860
40
$1.39M 0.71%
15,093
-21,129
41
$1.35M 0.69%
32,636
-230
42
$1.33M 0.68%
28,136
43
$1.28M 0.65%
19,155
44
$1.17M 0.59%
12,572
-3,508
45
$1.12M 0.57%
54,000
46
$1.03M 0.53%
20,541
47
$971K 0.5%
8,937
48
$931K 0.47%
62,990
-13,955
49
$879K 0.45%
14,280
-4,940
50
$815K 0.42%
16,350
-8,110
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