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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
$140M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$923K
3
+$658K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$365K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$210K

Top Sells

1
+$3.36M
2
+$1.28M
3
+$216K
4
FDX icon
FedEx
FDX
+$203K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$62.3K

Sector Composition

1 Healthcare 15.49%
2 Industrials 14.66%
3 Technology 11.59%
4 Financials 8.4%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 9.97%
340,778
+22,571
2
$8.97M 6.42%
623,084
+45,700
3
$8.96M 6.41%
90,575
+3,690
4
$6.85M 4.9%
51,633
-130
5
$5.29M 3.79%
207,100
+1,361
6
$4.52M 3.24%
52,120
+80
7
$4.41M 3.16%
14,815
+50
8
$4.28M 3.07%
137,708
+380
9
$3.67M 2.62%
49,721
10
$3.65M 2.61%
55,800
+320
11
$3.31M 2.37%
120,687
+600
12
$3.31M 2.37%
44,450
+140
13
$3.28M 2.35%
122,770
14
$3.17M 2.27%
8,680
-15
15
$2.92M 2.09%
34,938
+55
16
$2.76M 1.98%
64,009
17
$2.7M 1.93%
49,554
18
$2.65M 1.9%
23,221
19
$2.54M 1.82%
15,875
20
$2.44M 1.75%
100,552
+83
21
$2.34M 1.67%
+58,642
22
$2.31M 1.66%
90,575
+500
23
$2.31M 1.66%
70,060
24
$2.23M 1.59%
32,126
+190
25
$2.21M 1.59%
28,352
+130
1
2 3