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
$230M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.7M
3 +$1.66M
4
APTV icon
Aptiv
APTV
+$1.61M
5
JPM icon
JPMorgan Chase
JPM
+$1.56M

Top Sells

1 +$2.55M
2 +$2.12M
3 +$2.04M
4
C icon
Citigroup
C
+$1.47M
5
PYPL icon
PayPal
PYPL
+$713K

Sector Composition

1 Financials 9.43%
2 Healthcare 7%
3 Consumer Discretionary 6.38%
4 Industrials 4.96%
5 Technology 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.09%
+1,833
77
$203K 0.09%
+5,000
78
$85K 0.04%
12,000
79
-25,268
80
-22,030
81
-18,639
82
-8,590