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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
$190M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.71M
3
+$1.7M
4
FDX icon
FedEx
FDX
+$1.66M
5
CPAY icon
Corpay
CPAY
+$1.11M

Top Sells

1
+$2.8M
2
+$1.72M
3
+$1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$372K
5
EMCG
WisdomTree Emerging Markets Consumer Growth Fund
EMCG
+$270K

Sector Composition

1 Financials 10.17%
2 Healthcare 9.47%
3 Industrials 6.2%
4 Technology 5.22%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 15.59%
716,722
+95,334
2
$26.1M 13.75%
496,222
+10,780
3
$11.7M 6.15%
286,399
+23,870
4
$10.8M 5.7%
44,454
+3,455
5
$6.47M 3.41%
45,401
+3,308
6
$4.97M 2.62%
311,316
+23,440
7
$4.29M 2.26%
119,272
+2,152
8
$3.82M 2.01%
88,905
+10,619
9
$3.74M 1.97%
33,010
+5,397
10
$3.71M 1.95%
15,273
-20
11
$3.63M 1.91%
79,900
12
$3.23M 1.7%
34,400
-80
13
$3.2M 1.68%
25,678
+10
14
$2.94M 1.55%
24,868
-959
15
$2.89M 1.52%
51,795
+25
16
$2.84M 1.5%
6,727
17
$2.82M 1.48%
42,421
+475
18
$2.79M 1.47%
36,030
-80
19
$2.51M 1.32%
9,251
+1,075
20
$2.5M 1.32%
14,516
-10
21
$2.34M 1.23%
43,610
-18,642
22
$2.34M 1.23%
39,465
-90
23
$2.33M 1.23%
95,947
+5
24
$2.29M 1.21%
28,386
+10
25
$2.25M 1.18%
38,089
+20
1
2 3