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Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.54M
3
+$1.15M
4
FANG icon
Diamondback Energy
FANG
+$1.05M
5
ETSY icon
Etsy
ETSY
+$797K

Top Sells

1
+$4.07M
2
+$3.78M
3
+$3.33M
4
TDOC icon
Teladoc Health
TDOC
+$2.98M
5
TREE icon
LendingTree
TREE
+$2.91M

Sector Composition

1 Technology 9.57%
2 Financials 5.18%
3 Communication Services 4.75%
4 Healthcare 4.24%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.07%
4,625
-2,522
77
$200K 0.06%
+910
78
– –
-15,205
79
– –
-1,230
80
– –
-33,770
81
– –
-17,940
82
– –
-13,748
1 2 3
4