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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
$319M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.48M
3
+$1.86M
4
ETSY icon
Etsy
ETSY
+$1.56M
5
AMZN icon
Amazon
AMZN
+$693K

Top Sells

1
+$3.72M
2
+$496K
3
+$484K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$405K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$335K

Sector Composition

1 Technology 8.15%
2 Industrials 6.06%
3 Financials 5.2%
4 Healthcare 5.11%
5 Consumer Staples 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$842K 0.26%
4,498
-69
52
$793K 0.25%
8,100
53
$787K 0.25%
15,480
-825
54
$777K 0.24%
7,247
-398
55
$754K 0.24%
18,524
+4,478
56
$744K 0.23%
2,392
+3
57
$625K 0.2%
3,143
+971
58
$607K 0.19%
4,176
+282
59
$601K 0.19%
12,085
-12
60
$561K 0.18%
3,946
-509
61
$539K 0.17%
6,050
+16
62
$534K 0.17%
6,087
+70
63
$520K 0.16%
1,527
+203
64
$518K 0.16%
1,518
+74
65
$515K 0.16%
4,855
-137
66
$513K 0.16%
7,272
67
$502K 0.16%
5,200
68
$485K 0.15%
1,054
+9
69
$403K 0.13%
4,000
70
$398K 0.12%
1,806
+63
71
$397K 0.12%
7,975
-985
72
$377K 0.12%
2,033
+28
73
$374K 0.12%
2,360
+156
74
$367K 0.12%
3,542
+78
75
$365K 0.11%
15,511
+1,581
1 2
3
4