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
$140M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$923K
3
+$658K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$365K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$210K

Top Sells

1
+$3.36M
2
+$1.28M
3
+$216K
4
FDX icon
FedEx
FDX
+$203K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$62.3K

Sector Composition

1 Healthcare 15.49%
2 Industrials 14.66%
3 Technology 11.59%
4 Financials 8.4%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.2%
12,000
52
$265K 0.19%
1,304
53
$257K 0.18%
2,070
54
$241K 0.17%
9,200
55
$210K 0.15%
+1,385
56
$205K 0.15%
7,200
57
– –
-1,167
58
– –
-36,900
59
– –
-46,750
60
– –
-8,146
1 2
3