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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
$224M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.5M
3
+$2.62M
4
ALB icon
Albemarle
ALB
+$789K
5
CVS icon
CVS Health
CVS
+$476K

Top Sells

1
+$20.1M
2
+$4.88M
3
+$3.01M
4
FDX icon
FedEx
FDX
+$2.95M
5
T icon
AT&T
T
+$384K

Sector Composition

1 Financials 8.14%
2 Technology 5.84%
3 Healthcare 5.05%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.37%
54,820
-752
27
$3.01M 1.34%
43,302
+11,346
28
$2.98M 1.33%
102,006
-830
29
$2.71M 1.21%
16,024
-51
30
$2.67M 1.19%
129,432
-495
31
$2.62M 1.17%
+77,130
32
$2.35M 1.05%
8,190
+65
33
$2.31M 1.03%
26,382
+24
34
$2.05M 0.92%
27,607
-114
35
$1.86M 0.83%
11,636
36
$1.74M 0.78%
43,246
+5,190
37
$1.66M 0.74%
15,125
38
$1.66M 0.74%
19,327
+172
39
$1.57M 0.7%
28,824
+288
40
$1.25M 0.56%
54,000
41
$1.24M 0.55%
8,937
42
$1.15M 0.51%
22,519
+2,645
43
$1.04M 0.46%
30,433
+432
44
$944K 0.42%
16,306
45
$702K 0.31%
9,942
+956
46
$680K 0.3%
2,495
47
$607K 0.27%
12,060
48
$569K 0.25%
1,460
49
$543K 0.24%
8,100
50
$524K 0.23%
10,340
+300
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2
3 4