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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
$339M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.02M
3
+$5.77M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.02M
5
FANG icon
Diamondback Energy
FANG
+$3.44M

Top Sells

1
+$9.17M
2
+$3.96M
3
+$3.63M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.25M
5
PYPL icon
PayPal
PYPL
+$3.17M

Sector Composition

1 Technology 8.88%
2 Financials 6.67%
3 Healthcare 4.96%
4 Communication Services 4.55%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.09%
12,657
-10,879
27
$3.65M 1.07%
72,720
-10,674
28
$3.62M 1.07%
66,044
29
$3.44M 1.01%
+36,615
30
$3.33M 0.98%
15,205
-2,979
31
$3.3M 0.97%
9,079
-721
32
$3.24M 0.96%
52,404
-31,710
33
$3.2M 0.94%
9,264
-1,913
34
$3.19M 0.94%
6,325
-2,841
35
$3.07M 0.91%
13,144
-3,544
36
$2.98M 0.88%
17,940
-652
37
$2.91M 0.86%
13,748
-415
38
$2.78M 0.82%
15,836
-437
39
$2.76M 0.81%
10,176
40
$1.73M 0.51%
54,000
41
$1.72M 0.51%
4,986
42
$1.53M 0.45%
28,336
+200
43
$1.35M 0.4%
22,370
+116
44
$1.27M 0.37%
9,052
+52
45
$1.18M 0.35%
+5,723
46
$1.09M 0.32%
10,976
47
$1.05M 0.31%
12,367
+70
48
$1.02M 0.3%
19,000
+360
49
$1.02M 0.3%
20,080
-2,052
50
$959K 0.28%
24,488
+3,608
1
2
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