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
$364M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.86M
3
+$2.56M
4
ALGN icon
Align Technology
ALGN
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.35M

Top Sells

1
+$4.2M
2
+$3.27M
3
+$2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.23M

Sector Composition

1 Technology 9.99%
2 Industrials 4.52%
3 Healthcare 4.22%
4 Financials 4.22%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 1.12%
20,457
-1
27
$4.07M 1.12%
15,524
-3,362
28
$3.74M 1.03%
63,409
+241
29
$3.67M 1.01%
15,189
+6,103
30
$3.41M 0.94%
9,354
31
$3.38M 0.93%
10,930
-116
32
$3.22M 0.89%
43,756
-482
33
$3.1M 0.85%
5,610
-61
34
$3.02M 0.83%
+22,825
35
$2.99M 0.82%
4,074
-93
36
$2.86M 0.79%
+20,904
37
$2.86M 0.79%
11,250
-353
38
$2.61M 0.72%
51,626
-211
39
$2.6M 0.71%
106,604
-23,406
40
$1.92M 0.53%
9,280
-66
41
$1.83M 0.5%
54,632
-37
42
$1.82M 0.5%
28,571
-18
43
$1.6M 0.44%
3,340
+46
44
$1.38M 0.38%
9,200
45
$1.29M 0.36%
2,585
+102
46
$1.29M 0.35%
7,467
47
$1.27M 0.35%
12,621
+51
48
$1.17M 0.32%
28,101
+32
49
$1.13M 0.31%
2,401
+2
50
$982K 0.27%
2,197
+112
1
2
3 4 5