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
$196M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.26M
3 +$1.84M
4
AMZN icon
Amazon
AMZN
+$1.17M
5
BLK icon
Blackrock
BLK
+$642K

Top Sells

1 +$2.12M
2 +$1.95M
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