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
$312M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$1.88M
3 +$1.24M
4
TREE icon
LendingTree
TREE
+$1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$926K

Top Sells

1 +$2.43M
2 +$198K
3 +$118K
4
ALB icon
Albemarle
ALB
+$79.7K
5
UBER icon
Uber
UBER
+$45.9K

Sector Composition

1 Technology 8.1%
2 Financials 7.84%
3 Healthcare 5.6%
4 Consumer Discretionary 5.49%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$240K 0.08%
+5,225
77
$207K 0.07%
11,100
78
$93K 0.03%
+10,000
79
$26K 0.01%
1,781
80
-196,749