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Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.54M
3
+$1.15M
4
FANG icon
Diamondback Energy
FANG
+$1.05M
5
ETSY icon
Etsy
ETSY
+$797K

Top Sells

1
+$4.07M
2
+$3.78M
3
+$3.33M
4
TDOC icon
Teladoc Health
TDOC
+$2.98M
5
TREE icon
LendingTree
TREE
+$2.91M

Sector Composition

1 Technology 9.57%
2 Financials 5.18%
3 Communication Services 4.75%
4 Healthcare 4.24%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.11%
66,044
27
$3.56M 1.09%
15,968
+48
28
$3.51M 1.08%
6,138
-187
29
$3.34M 1.02%
9,244
-20
30
$3.12M 0.96%
62,386
-10,439
31
$2.79M 0.86%
10,176
32
$2.78M 0.85%
13,206
+62
33
$2.71M 0.83%
16,004
+168
34
$2.61M 0.8%
+24,092
35
$2.22M 0.68%
107,100
-196,260
36
$1.99M 0.61%
9,555
+3,832
37
$1.74M 0.53%
6,685
-5,972
38
$1.69M 0.52%
4,986
39
$1.61M 0.49%
54,000
40
$1.49M 0.46%
28,336
41
$1.35M 0.41%
22,533
+163
42
$1.2M 0.37%
9,052
43
$1.11M 0.34%
10,976
44
$1.09M 0.33%
25,337
+849
45
$1.06M 0.33%
12,367
46
$1.02M 0.31%
20,080
47
$1M 0.31%
19,000
48
$968K 0.3%
32,744
+3,885
49
$854K 0.26%
40,093
50
$797K 0.24%
8,100
1
2
3 4