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
$196M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.26M
3 +$1.84M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
BLK icon
Blackrock
BLK
+$642K

Top Sells

1 +$2.12M
2 +$1.95M
3 +$1.85M
4
EXPE icon
Expedia Group
EXPE
+$1.35M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.29M

Sector Composition

1 Financials 9.22%
2 Healthcare 6.89%
3 Consumer Discretionary 4.87%
4 Consumer Staples 4.15%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$773K 0.39%
16,605
-3,800
52
$613K 0.31%
8,986
53
$583K 0.3%
2,535
54
$522K 0.27%
10,040
55
$460K 0.23%
8,100
56
$453K 0.23%
21,016
+593
57
$391K 0.2%
4,670
58
$379K 0.19%
4,855
59
$368K 0.19%
9,200
60
$368K 0.19%
1,404
61
$338K 0.17%
4,000
62
$309K 0.16%
5,434
-26
63
$294K 0.15%
8,117
+104
64
$271K 0.14%
7,200
65
$262K 0.13%
1,959
66
$244K 0.12%
18,226
67
$234K 0.12%
4,965
-2,020
68
$219K 0.11%
5,000
69
$217K 0.11%
9,007
+100
70
$212K 0.11%
6,375
71
$208K 0.11%
890
72
$207K 0.11%
+5,359
73
$203K 0.1%
1,833
74
$71K 0.04%
12,000
75
$4K ﹤0.01%
+10,000