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
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$8.43M
3 +$6.64M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.21M
5
IBM icon
IBM
IBM
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.62%
2 Technology 14.05%
3 Healthcare 10.54%
4 Energy 5.72%
5 Financials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$274K 0.24%
+4,000
52
$230K 0.2%
+10,400
53
$206K 0.18%
+1,990
54
$198K 0.17%
+12,000
55
$41K 0.04%
+18,200