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
101
– –
-67,371
102
– –
-52,732
103
– –
-3,688
104
– –
-2,205
1 2 3 4
5