MM

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
$315M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.49M
3
+$1.8M
4
TPL icon
Texas Pacific Land
TPL
+$1.31M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.26M

Top Sells

1
+$9.96M
2
+$4.32M
3
+$2.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.34M
5
ETSY icon
Etsy
ETSY
+$2.1M

Sector Composition

1 Technology 9.87%
2 Financials 6.07%
3 Consumer Discretionary 4.59%
4 Industrials 4.32%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.09%
+3,255
77
$227K 0.07%
12,736
-2,973
78
$227K 0.07%
+4,838
79
$226K 0.07%
+910
80
$224K 0.07%
+3,374
81
$218K 0.07%
+1,230
82
$200K 0.06%
2,286
-49,392
83
$196K 0.06%
+15,000
84
$9K ﹤0.01%
+1,956
85
– –
-9,567
86
– –
-11,100
1 2 3
4