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
$164M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.42M
3
+$1.27M
4
BIIB icon
Biogen
BIIB
+$1.26M
5
WFC icon
Wells Fargo
WFC
+$977K

Top Sells

1
+$2.57M
2
+$2.55M
3
+$1.76M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$427K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$313K

Sector Composition

1 Financials 12.53%
2 Healthcare 10.41%
3 Industrials 7.08%
4 Technology 6.64%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.23%
7,980
-300
52
$347K 0.21%
4,855
53
$329K 0.2%
4,000
54
$324K 0.2%
1,304
55
$288K 0.18%
5,400
56
$242K 0.15%
9,200
57
$239K 0.15%
8,000
58
$236K 0.14%
10,216
59
$226K 0.14%
1,965
60
$214K 0.13%
12,000
61
$210K 0.13%
7,200
62
$151K 0.09%
17,726
-671
63
– –
-28,736
64
– –
-2
65
– –
-4,800
66
– –
-195,028
1 2
3