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
101
$53.7K 0.01%
10,000
102
-6,976