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
$364M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.86M
3 +$2.56M
4
ALGN icon
Align Technology
ALGN
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.35M

Top Sells

1 +$4.2M
2 +$3.27M
3 +$2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.23M

Sector Composition

1 Technology 9.99%
2 Industrials 4.52%
3 Healthcare 4.22%
4 Financials 4.22%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,121
102
-3,222
103
-1,686
104
-12,023
105
-2,840