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
$312M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.88M
3
+$1.24M
4
TREE icon
LendingTree
TREE
+$1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$926K

Top Sells

1
+$2.43M
2
+$198K
3
+$118K
4
ALB icon
Albemarle
ALB
+$79.7K
5
UBER icon
Uber
UBER
+$45.9K

Sector Composition

1 Technology 8.1%
2 Financials 7.84%
3 Healthcare 5.6%
4 Consumer Discretionary 5.49%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.18%
11,310
52
$561K 0.18%
7,668
+2,709
53
$534K 0.17%
1,605
54
$534K 0.17%
5,200
55
$531K 0.17%
24,584
+7,795
56
$521K 0.17%
1,467
+7
57
$460K 0.15%
7,200
58
$459K 0.15%
12,163
59
$457K 0.15%
2,333
+46
60
$444K 0.14%
4,855
61
$430K 0.14%
10,425
+1,639
62
$415K 0.13%
7,704
63
$410K 0.13%
6,063
64
$403K 0.13%
4,670
65
$374K 0.12%
17,225
+1,624
66
$351K 0.11%
4,000
67
$325K 0.1%
1,252
68
$291K 0.09%
18,026
-400
69
$285K 0.09%
4,400
70
$272K 0.09%
890
71
$272K 0.09%
1,836
-234
72
$266K 0.09%
+999
73
$261K 0.08%
4,979
+109
74
$247K 0.08%
1,111
-529
75
$246K 0.08%
5,000
1 2
3
4