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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
$216M
AUM Growth
-$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.9M
3
+$4.12M
4
BABA icon
Alibaba
BABA
+$2.38M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$21.3M
2
+$5.51M
3
+$4.35M
4
MON
Monsanto Co
MON
+$2.84M
5
CTSH icon
Cognizant
CTSH
+$2.48M

Sector Composition

1 Financials 10.12%
2 Healthcare 6.34%
3 Industrials 4.92%
4 Consumer Discretionary 4.6%
5 Technology 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 11.67%
486,162
-17,178
2
$19.5M 9.04%
71,524
+15,089
3
$15.3M 7.08%
+553,475
4
$11.9M 5.5%
+257,423
5
$9.57M 4.43%
60,681
+3,903
6
$7.9M 3.66%
429,712
+34,880
7
$7.61M 3.52%
177,284
-497,084
8
$5.92M 2.74%
111,378
+28,060
9
$4.67M 2.16%
91,345
+755
10
$4.49M 2.08%
39,745
+1,685
11
$4.41M 2.04%
79,060
+760
12
$3.98M 1.84%
94,362
-103,112
13
$3.65M 1.69%
43,780
+405
14
$3.47M 1.61%
36,352
+295
15
$3.27M 1.51%
6,554
+45
16
$3.11M 1.44%
13,704
+135
17
$2.85M 1.32%
17,082
+25
18
$2.85M 1.32%
61,512
-41,800
19
$2.85M 1.32%
22,881
+165
20
$2.75M 1.27%
25,384
+87
21
$2.72M 1.26%
14,019
+155
22
$2.72M 1.26%
20,052
+195
23
$2.66M 1.23%
9,151
+85
24
$2.62M 1.21%
92,927
+750
25
$2.55M 1.18%
25,268
+9,070
1
2 3 4