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
$216M
AUM Growth
-$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.9M
3
+$4.12M
4
BABA icon
Alibaba
BABA
+$2.38M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$21.3M
2
+$5.51M
3
+$4.35M
4
MON
Monsanto Co
MON
+$2.84M
5
CTSH icon
Cognizant
CTSH
+$2.48M

Sector Composition

1 Financials 10.12%
2 Healthcare 6.34%
3 Industrials 4.92%
4 Consumer Discretionary 4.6%
5 Technology 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.52%
32,866
-5,248
52
$1.05M 0.49%
20,541
-190
53
$946K 0.44%
18,860
54
$743K 0.34%
8,986
55
$678K 0.31%
12,905
-104,897
56
$633K 0.29%
2,535
57
$556K 0.26%
10,040
-40,955
58
$543K 0.25%
8,326
+313
59
$532K 0.25%
21,925
+945
60
$506K 0.23%
8,100
61
$482K 0.22%
8,590
+3,850
62
$415K 0.19%
1,404
63
$410K 0.19%
9,200
64
$403K 0.19%
4,855
65
$389K 0.18%
4,670
66
$366K 0.17%
5,000
67
$346K 0.16%
5,460
68
$340K 0.16%
4,000
69
$324K 0.15%
18,226
70
$321K 0.15%
1,959
-3
71
$293K 0.14%
7,200
72
$266K 0.12%
8,907
-25
73
$248K 0.11%
6,375
74
$216K 0.1%
890
75
$204K 0.09%
+8,000
1 2
3
4