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
$379M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.97M
3
+$1.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$768K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$592K

Top Sells

1
+$5.07M
2
+$2.89M
3
+$2.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.09M

Sector Composition

1 Technology 13.95%
2 Industrials 4.15%
3 Consumer Staples 4.07%
4 Financials 3.96%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.09%
1,421
77
$324K 0.09%
715
+85
78
$306K 0.08%
2,962
+140
79
$304K 0.08%
1,997
+24
80
$293K 0.08%
6,582
+45
81
$291K 0.08%
5,000
82
$291K 0.08%
5,650
+10
83
$286K 0.08%
15,679
-230
84
$269K 0.07%
+1,420
85
$265K 0.07%
3,776
-3,235
86
$258K 0.07%
1,073
-575
87
$242K 0.06%
+1,444
88
$240K 0.06%
1,353
+25
89
$234K 0.06%
8,255
+39
90
$233K 0.06%
5,741
91
$228K 0.06%
+4,205
92
$223K 0.06%
+2,003
93
$219K 0.06%
3,367
+101
94
$216K 0.06%
3,519
+1
95
$211K 0.06%
+1,051
96
$210K 0.06%
+1,451
97
$209K 0.06%
+8,017
98
$207K 0.05%
+917
99
$204K 0.05%
968
+25
100
$202K 0.05%
2,465
1 2 3
4
5