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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
$312M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.88M
3
+$1.24M
4
TREE icon
LendingTree
TREE
+$1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$926K

Top Sells

1
+$2.43M
2
+$198K
3
+$118K
4
ALB icon
Albemarle
ALB
+$79.7K
5
UBER icon
Uber
UBER
+$45.9K

Sector Composition

1 Technology 8.1%
2 Financials 7.84%
3 Healthcare 5.6%
4 Consumer Discretionary 5.49%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.35%
39,183
+20
27
$3.85M 1.24%
18,121
-12
28
$3.64M 1.17%
66,044
29
$3.62M 1.16%
76,633
+10,170
30
$3.56M 1.14%
16,260
-40
31
$3.48M 1.12%
9,679
+312
32
$3.45M 1.11%
12,599
+3,664
33
$3.18M 1.02%
15,907
+9,399
34
$3.18M 1.02%
11,065
+185
35
$3.02M 0.97%
231,360
36
$2.89M 0.93%
9,479
+944
37
$2.62M 0.84%
52,188
+10,982
38
$2.46M 0.79%
10,196
-140
39
$1.63M 0.52%
54,000
40
$1.54M 0.5%
28,136
41
$1.36M 0.44%
22,007
+133
42
$1.27M 0.41%
34,443
+4,306
43
$1.24M 0.4%
+1,241,682
44
$1.12M 0.36%
22,132
45
$1.07M 0.34%
8,903
-34
46
$934K 0.3%
10,976
47
$917K 0.29%
14,777
48
$880K 0.28%
12,312
49
$782K 0.25%
2,275
50
$698K 0.22%
8,100
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