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
$379M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.97M
3
+$1.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$768K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$592K

Top Sells

1
+$5.07M
2
+$2.89M
3
+$2.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.09M

Sector Composition

1 Technology 13.95%
2 Industrials 4.15%
3 Consumer Staples 4.07%
4 Financials 3.96%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.06%
10,431
-769
27
$3.91M 1.03%
41,367
-2,114
28
$3.52M 0.93%
21,918
-307
29
$3.41M 0.9%
8,502
-852
30
$3.37M 0.89%
10,666
-645
31
$3.29M 0.87%
20,091
-792
32
$3.16M 0.83%
+12,229
33
$2.97M 0.78%
+17,503
34
$2.78M 0.73%
5,348
-355
35
$2.63M 0.69%
2,378
-184
36
$2.36M 0.62%
11,314
-4,351
37
$2.06M 0.54%
84,894
-12,906
38
$1.88M 0.5%
3,686
+325
39
$1.88M 0.5%
30,223
-144
40
$1.76M 0.46%
54,596
-32
41
$1.64M 0.43%
7,478
+7
42
$1.61M 0.42%
28,473
+190
43
$1.49M 0.39%
12,864
+247
44
$1.47M 0.39%
9,200
45
$1.37M 0.36%
2,540
46
$1.23M 0.32%
2,454
+2
47
$1.12M 0.3%
4,692
+161
48
$1.06M 0.28%
2,521
+161
49
$1.04M 0.27%
8,100
50
$990K 0.26%
36,235
+109
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