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
$269M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.44M
3
+$1.79M
4
TDOC icon
Teladoc Health
TDOC
+$1.43M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.09M

Top Sells

1
+$3.2M
2
+$2.5M
3
+$1.79M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.61M

Sector Composition

1 Technology 7.55%
2 Financials 7.38%
3 Consumer Discretionary 5.22%
4 Healthcare 5.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.25%
39,163
+115
27
$3.13M 1.16%
231,360
-65,880
28
$3.09M 1.15%
84,818
+443
29
$3.09M 1.15%
16,300
+99
30
$2.98M 1.11%
18,133
+125
31
$2.82M 1.05%
9,367
-41
32
$2.74M 1.02%
8,935
+2,353
33
$2.72M 1.01%
66,463
+19,200
34
$2.69M 1%
8,535
+72
35
$2.44M 0.91%
+10,880
36
$2.43M 0.9%
196,749
+8,545
37
$2.24M 0.83%
10,336
38
$1.78M 0.66%
41,206
+2,700
39
$1.43M 0.53%
+6,508
40
$1.4M 0.52%
54,000
41
$1.39M 0.52%
28,136
-688
42
$1.33M 0.49%
21,874
+60
43
$1.12M 0.42%
22,132
44
$1.05M 0.39%
30,137
-237
45
$1.04M 0.39%
8,937
46
$891K 0.33%
14,777
47
$826K 0.31%
10,976
+1,776
48
$708K 0.26%
12,312
-35
49
$700K 0.26%
2,275
+105
50
$611K 0.23%
8,100
1
2
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