MM

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
$319M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.48M
3
+$1.86M
4
ETSY icon
Etsy
ETSY
+$1.56M
5
AMZN icon
Amazon
AMZN
+$693K

Top Sells

1
+$3.72M
2
+$496K
3
+$484K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$405K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$335K

Sector Composition

1 Technology 8.15%
2 Industrials 6.06%
3 Financials 5.2%
4 Healthcare 5.11%
5 Consumer Staples 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1%
6,771
-124
27
$3.11M 0.98%
48,681
-23
28
$2.96M 0.93%
12,016
-150
29
$2.93M 0.92%
5,611
-99
30
$2.77M 0.87%
+41,135
31
$2.71M 0.85%
43,214
-570
32
$2.6M 0.81%
9,437
33
$2.48M 0.78%
+16,630
34
$2.2M 0.69%
47,717
+1,878
35
$2.05M 0.64%
5,791
-116
36
$1.99M 0.62%
115,201
+9,385
37
$1.86M 0.58%
+8,295
38
$1.85M 0.58%
54,236
+186
39
$1.71M 0.54%
28,373
+134
40
$1.6M 0.5%
4,323
-146
41
$1.56M 0.49%
+18,397
42
$1.26M 0.4%
2,880
+24
43
$1.22M 0.38%
33,195
+1,165
44
$1.21M 0.38%
12,345
+37
45
$1.13M 0.35%
46,632
+1,167
46
$1.02M 0.32%
2,503
-57
47
$1M 0.31%
9,200
48
$980K 0.31%
7,325
+14
49
$948K 0.3%
18,130
-1,280
50
$918K 0.29%
51,508
-27,833
1
2
3 4