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
$366M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.99M
3
+$1.36M
4
CNC icon
Centene
CNC
+$848K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$420K

Top Sells

1
+$2.64M
2
+$2.31M
3
+$1.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M
5
BLK icon
Blackrock
BLK
+$349K

Sector Composition

1 Technology 8.42%
2 Financials 5.98%
3 Healthcare 4.54%
4 Industrials 4.5%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$355K 0.1%
2,026
-5
77
$354K 0.1%
890
78
$349K 0.1%
1,205
79
$348K 0.1%
6,900
80
$315K 0.09%
6,095
+2
81
$310K 0.08%
5,000
82
$295K 0.08%
6,500
-200
83
$288K 0.08%
10,924
84
$277K 0.08%
1,420
85
$262K 0.07%
626
+5
86
$246K 0.07%
2,840
+1
87
$241K 0.07%
5,738
+2
88
$239K 0.07%
2,779
+12
89
$236K 0.06%
1,786
-92
90
$229K 0.06%
1,730
91
$228K 0.06%
1,253
+6
92
$214K 0.06%
8,725
+45
93
$209K 0.06%
+2,280
94
$206K 0.06%
+1,686
95
$204K 0.06%
+3,515
96
$202K 0.06%
2,465
97
$201K 0.05%
+3,222
98
$200K 0.05%
+2,758
99
$164K 0.04%
27,710
100
$147K 0.04%
15,866
1 2 3
4
5