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
$214M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$3.47M
2 +$2.71M
3 +$1.61M
4
RRC icon
Range Resources
RRC
+$1.01M
5
SLB icon
SLB Limited
SLB
+$501K

Sector Composition

1 Financials 11.92%
2 Healthcare 7.73%
3 Technology 6%
4 Consumer Discretionary 3.7%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,000
77
-51,855
78
-11,963