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
$225M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.95M
3
+$2.66M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
APTV icon
Aptiv
APTV
+$977K

Top Sells

1
+$2.34M
2
+$2.1M
3
+$2.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$241K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$193K

Sector Composition

1 Financials 8.31%
2 Industrials 5.68%
3 Consumer Discretionary 4.74%
4 Consumer Staples 4.54%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.28%
25,142
-14
27
$2.81M 1.25%
16,075
+125
28
$2.75M 1.22%
55,572
+1,012
29
$2.71M 1.21%
129,927
+1,435
30
$2.66M 1.18%
+8,219
31
$2.58M 1.15%
27,721
+295
32
$2.28M 1.01%
8,125
+75
33
$2.28M 1.01%
41,870
+550
34
$2.25M 1%
31,956
+11,130
35
$2.13M 0.95%
26,358
+12,088
36
$1.83M 0.81%
11,636
37
$1.62M 0.72%
38,056
-2,415
38
$1.57M 0.7%
19,155
39
$1.53M 0.68%
15,125
+27
40
$1.45M 0.65%
28,536
+400
41
$1.39M 0.62%
54,000
42
$1.23M 0.55%
30,001
43
$1.18M 0.52%
8,937
44
$1.01M 0.45%
19,874
+100
45
$929K 0.41%
16,306
+51
46
$689K 0.31%
8,986
-600
47
$672K 0.3%
2,495
48
$607K 0.27%
12,060
+100
49
$540K 0.24%
8,100
50
$531K 0.24%
1,460
+56
1
2
3 4