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
$364M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.86M
3
+$2.56M
4
ALGN icon
Align Technology
ALGN
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.35M

Top Sells

1
+$4.2M
2
+$3.27M
3
+$2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.23M

Sector Composition

1 Technology 9.99%
2 Industrials 4.52%
3 Healthcare 4.22%
4 Financials 4.22%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$962K 0.26%
8,100
52
$902K 0.25%
9,078
-984
53
$901K 0.25%
4,452
+43
54
$899K 0.25%
34,683
+498
55
$855K 0.23%
9,316
+7,036
56
$809K 0.22%
5,092
-1,281
57
$777K 0.21%
12,317
-40
58
$724K 0.2%
36,123
-1,608
59
$717K 0.2%
25,620
+191
60
$673K 0.18%
5,847
+92
61
$673K 0.18%
7,272
62
$661K 0.18%
4,120
-62
63
$643K 0.18%
5,205
+385
64
$589K 0.16%
6,124
+1
65
$577K 0.16%
2,158
-213
66
$576K 0.16%
4,855
67
$574K 0.16%
5,200
68
$509K 0.14%
7,011
+1,127
69
$498K 0.14%
1,066
-3
70
$435K 0.12%
4,000
71
$432K 0.12%
2,128
72
$380K 0.1%
7,430
-1,670
73
$363K 0.1%
1,211
+6
74
$358K 0.1%
1,644
-416
75
$348K 0.1%
890
1 2
3
4 5