MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.62M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.34M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$978K

Top Sells

1
+$4.29M
2
+$2.42M
3
+$1.44M
4
DASH icon
DoorDash
DASH
+$1.24M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$765K

Sector Composition

1 Technology 9.41%
2 Financials 8.08%
3 Healthcare 5.51%
4 Communication Services 4.78%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.28%
28,232
-9,850
27
$3.95M 1.23%
18,184
+63
28
$3.81M 1.18%
16,688
+428
29
$3.75M 1.17%
76,463
-170
30
$3.63M 1.13%
9,716
+37
31
$3.61M 1.12%
66,044
32
$3.46M 1.07%
11,177
+112
33
$3.38M 1.05%
18,592
+2,685
34
$3.17M 0.99%
9,800
+321
35
$3.02M 0.94%
14,163
+1,564
36
$3M 0.93%
16,273
-13,116
37
$2.71M 0.84%
52,126
-62
38
$2.47M 0.77%
10,176
-20
39
$1.74M 0.54%
54,000
40
$1.65M 0.51%
4,986
+4,096
41
$1.62M 0.5%
+12,884
42
$1.48M 0.46%
28,136
43
$1.32M 0.41%
22,254
+247
44
$1.15M 0.36%
9,000
+97
45
$1.12M 0.35%
22,132
46
$970K 0.3%
18,640
+13,415
47
$963K 0.3%
10,976
48
$950K 0.3%
12,297
-15
49
$940K 0.29%
14,887
+110
50
$870K 0.27%
29,309
+4,725
1
2
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