MM

Meridian Management Portfolio holdings

AUM $404M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.64M
3
+$2.33M
4
AMZN icon
Amazon
AMZN
+$1.3M
5
BLK icon
Blackrock
BLK
+$670K

Top Sells

1
+$2.12M
2
+$2.04M
3
+$1.85M
4
EXPE icon
Expedia Group
EXPE
+$1.35M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.29M

Sector Composition

1 Financials 9.22%
2 Healthcare 6.89%
3 Consumer Discretionary 4.87%
4 Consumer Staples 4.15%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,376
77
– –
-5,000
78
– –
-57,834
79
– –
-8,000
80
– –
-14,250
81
– –
-9,111
1 2 3
4