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
$131M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$818K
2 +$189K
3 +$146K
4
TRN icon
Trinity Industries
TRN
+$146K
5
EBAY icon
eBay
EBAY
+$110K

Top Sells

1 +$1.81M
2 +$257K
3 +$125K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$37.8K
5
OEF icon
iShares S&P 100 ETF
OEF
+$26.4K

Sector Composition

1 Industrials 18.31%
2 Healthcare 13.57%
3 Technology 11.7%
4 Financials 8.13%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$300K 0.23%
12,000
52
$268K 0.2%
11,646
53
$238K 0.18%
1,304
54
$232K 0.18%
9,200
55
$226K 0.17%
2,070
56
$214K 0.16%
1,650
-75
57
$121K 0.09%
1,427
58
-7,107
59
-47,660