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
$126M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Sells

1 +$232K
2 +$214K
3 +$198K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$178K
5
GLW icon
Corning
GLW
+$110K

Sector Composition

1 Industrials 17.29%
2 Technology 12.9%
3 Healthcare 11.01%
4 Financials 5.96%
5 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$280K 0.22%
12,000
52
$234K 0.19%
1,725
-1,575
53
$230K 0.18%
1,990
54
$230K 0.18%
+6,214
55
$203K 0.16%
+9,200
56
$88K 0.07%
1,414
-40
57
$44K 0.04%
18,000
-200
58
-10,400