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
$126M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$213K
3
+$193K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$123K

Top Sells

1
+$2.38M
2
+$2.29M
3
+$2.08M
4
TLAB
TELLABS INC
TLAB
+$44K
5
CSCO icon
Cisco
CSCO
+$8.74K

Sector Composition

1 Industrials 18.09%
2 Healthcare 12.14%
3 Technology 11.62%
4 Financials 6.08%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 9.91%
308,389
+4,198
2
$9.48M 7.51%
707,620
+5,260
3
$7.38M 5.84%
85,250
+1,125
4
$5.84M 4.63%
51,431
+1,085
5
$5.23M 4.14%
201,433
6
$3.56M 2.82%
48,458
+429
7
$3.15M 2.5%
38,103
+815
8
$3.07M 2.43%
120,525
+1,590
9
$2.99M 2.37%
14,535
+145
10
$2.77M 2.2%
51,360
+260
11
$2.7M 2.14%
118,250
12
$2.69M 2.13%
34,575
+390
13
$2.65M 2.1%
64,684
14
$2.58M 2.05%
34,400
+400
15
$2.51M 1.99%
25,763
+330
16
$2.49M 1.97%
27,647
+460
17
$2.46M 1.95%
128,268
18
$2.43M 1.92%
88,600
19
$2.41M 1.91%
48,454
+440
20
$2.41M 1.91%
30,530
21
$2.23M 1.77%
95,860
22
$2.22M 1.76%
31,579
23
$2.18M 1.73%
44,590
+1,325
24
$2.11M 1.67%
18,577
+160
25
$2.09M 1.66%
22,799
+257
1
2 3