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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
$345M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.94M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$947K
5
V icon
Visa
V
+$915K

Top Sells

1
+$3.76M
2
+$284K
3
+$271K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$268K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$233K

Sector Composition

1 Technology 10.48%
2 Financials 5.63%
3 Communication Services 4.52%
4 Industrials 3.95%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.16%
4,384
+30
27
$3.93M 1.14%
77,008
-30
28
$3.85M 1.12%
9,336
+92
29
$3.56M 1.03%
66,044
30
$3.36M 0.97%
13,377
+171
31
$3.09M 0.9%
10,126
-50
32
$3.08M 0.89%
62,352
-34
33
$3.08M 0.89%
104,660
-2,440
34
$2.94M 0.85%
+25,615
35
$2.55M 0.74%
16,484
+480
36
$2.21M 0.64%
11,705
+5,020
37
$2.1M 0.61%
9,567
+12
38
$2.03M 0.59%
54,000
39
$1.81M 0.53%
4,986
40
$1.68M 0.49%
28,336
41
$1.45M 0.42%
24,488
-849
42
$1.41M 0.41%
47,728
+14,984
43
$1.37M 0.4%
23,141
+608
44
$1.26M 0.37%
10,976
45
$1.15M 0.33%
8,637
-415
46
$1.08M 0.31%
19,000
47
$1.06M 0.31%
12,367
48
$1.02M 0.3%
20,080
49
$934K 0.27%
14,985
-60,287
50
$874K 0.25%
40,093
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