MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.54M
3
+$1.15M
4
FANG icon
Diamondback Energy
FANG
+$1.05M
5
ETSY icon
Etsy
ETSY
+$797K

Top Sells

1
+$4.07M
2
+$3.78M
3
+$3.33M
4
TDOC icon
Teladoc Health
TDOC
+$2.98M
5
TREE icon
LendingTree
TREE
+$2.91M

Sector Composition

1 Technology 9.57%
2 Financials 5.18%
3 Communication Services 4.75%
4 Healthcare 4.24%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.23%
1,940
52
$623K 0.19%
12,040
53
$583K 0.18%
5,200
54
$532K 0.16%
7,200
55
$507K 0.16%
1,469
56
$502K 0.15%
4,855
57
$500K 0.15%
2,284
-3
58
$497K 0.15%
7,745
-60
59
$494K 0.15%
6,002
60
$449K 0.14%
8,960
61
$432K 0.13%
1,582
62
$429K 0.13%
7,287
63
$402K 0.12%
4,670
64
$391K 0.12%
2,708
+110
65
$377K 0.12%
4,000
66
$351K 0.11%
11,100
67
$350K 0.11%
17,158
-348
68
$342K 0.1%
1,605
69
$336K 0.1%
1,192
70
$294K 0.09%
3,600
71
$292K 0.09%
1,332
+80
72
$284K 0.09%
3,255
73
$282K 0.09%
1,875
74
$276K 0.08%
5,000
75
$271K 0.08%
4,838
1 2
3
4