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
$230M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.7M
3
+$1.66M
4
APTV icon
Aptiv
APTV
+$1.61M
5
JPM icon
JPMorgan Chase
JPM
+$1.56M

Top Sells

1
+$2.55M
2
+$2.12M
3
+$2.04M
4
C icon
Citigroup
C
+$1.47M
5
PYPL icon
PayPal
PYPL
+$713K

Sector Composition

1 Financials 9.43%
2 Healthcare 7%
3 Consumer Discretionary 6.38%
4 Industrials 4.96%
5 Technology 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.56%
14,250
-10
52
$1.29M 0.56%
8,937
53
$1.23M 0.53%
24,460
+5,600
54
$1.05M 0.46%
20,541
55
$764K 0.33%
8,986
56
$677K 0.29%
2,535
57
$623K 0.27%
10,040
58
$540K 0.24%
8,100
59
$518K 0.23%
20,423
-1,502
60
$486K 0.21%
1,404
61
$446K 0.19%
9,200
62
$434K 0.19%
8,013
-313
63
$423K 0.18%
4,855
64
$388K 0.17%
4,670
65
$370K 0.16%
5,460
66
$362K 0.16%
4,000
67
$362K 0.16%
6,985
-5,920
68
$337K 0.15%
5,000
69
$334K 0.15%
18,226
70
$330K 0.14%
1,959
71
$319K 0.14%
7,200
72
$262K 0.11%
8,907
73
$257K 0.11%
6,375
74
$235K 0.1%
890
75
$221K 0.1%
8,000
1 2
3
4