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
$126M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$213K
3
+$193K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$123K

Top Sells

1
+$2.38M
2
+$2.29M
3
+$2.08M
4
TLAB
TELLABS INC
TLAB
+$44K
5
CSCO icon
Cisco
CSCO
+$8.74K

Sector Composition

1 Industrials 18.09%
2 Healthcare 12.14%
3 Technology 11.62%
4 Financials 6.08%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.23%
4,000
52
$241K 0.19%
2,070
+80
53
$235K 0.19%
1,725
54
$221K 0.18%
6,414
+200
55
$213K 0.17%
+1,304
56
$209K 0.17%
9,200
57
$193K 0.15%
+11,646
58
$92K 0.07%
1,427
+13
59
– –
-18,000
60
– –
-131,195
1 2
3