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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
$312M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.88M
3
+$1.24M
4
TREE icon
LendingTree
TREE
+$1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$926K

Top Sells

1
+$2.43M
2
+$198K
3
+$118K
4
ALB icon
Albemarle
ALB
+$79.7K
5
UBER icon
Uber
UBER
+$45.9K

Sector Composition

1 Technology 8.1%
2 Financials 7.84%
3 Healthcare 5.6%
4 Consumer Discretionary 5.49%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 8.31%
68,972
+2,467
2
$25.6M 8.2%
940,407
+7,266
3
$24.2M 7.78%
206,012
+2,052
4
$23.3M 7.49%
475,153
+10,689
5
$22.4M 7.19%
230,702
+28,468
6
$14.4M 4.61%
69,428
+1,297
7
$12.9M 4.14%
579,040
+6,132
8
$10.6M 3.39%
87,980
+803
9
$7.56M 2.43%
157,347
+2,883
10
$5.62M 1.8%
38,082
-540
11
$5.48M 1.76%
41,318
+653
12
$5.46M 1.75%
23,298
+19
13
$5.45M 1.75%
7,551
-275
14
$5.4M 1.73%
17,674
+30
15
$5.33M 1.71%
29,389
-35
16
$4.92M 1.58%
18,023
+70
17
$4.9M 1.57%
82,752
-300
18
$4.84M 1.55%
55,220
+360
19
$4.8M 1.54%
37,792
+515
20
$4.29M 1.38%
18,436
+3,745
21
$4.28M 1.37%
83,918
-900
22
$4.27M 1.37%
62,567
+5
23
$4.23M 1.36%
19,357
+35
24
$4.21M 1.35%
9,045
-55
25
$4.21M 1.35%
25,840
+1,060
1
2 3 4