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
$305M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.25M
3
+$2.5M
4
CPAY icon
Corpay
CPAY
+$2.26M
5
PYPL icon
PayPal
PYPL
+$1.96M

Top Sells

1
+$6.29M
2
+$3.91M
3
+$3.58M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.89M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.15M

Sector Composition

1 Technology 7.04%
2 Financials 5.69%
3 Industrials 5.07%
4 Healthcare 4.56%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.2%
+2,389
52
$615K 0.2%
+4,455
53
$614K 0.2%
11,972
-598
54
$567K 0.19%
14,046
-53,109
55
$553K 0.18%
12,097
+57
56
$527K 0.17%
4,992
+137
57
$509K 0.17%
6,034
+32
58
$507K 0.17%
3,894
-29,980
59
$494K 0.16%
1,045
60
$473K 0.16%
5,200
61
$465K 0.15%
7,272
62
$459K 0.15%
6,017
-1,687
63
$446K 0.15%
1,444
+12
64
$444K 0.15%
8,960
65
$412K 0.14%
+2,172
66
$407K 0.13%
4,000
67
$382K 0.13%
+1,324
68
$366K 0.12%
2,005
+40
69
$356K 0.12%
+1,743
70
$350K 0.11%
4,255
-415
71
$344K 0.11%
3,464
+16
72
$335K 0.11%
+4,547
73
$324K 0.11%
+13,930
74
$320K 0.1%
+4,329
75
$307K 0.1%
10,924
1 2
3
4