MM

Meridian Management Portfolio holdings

AUM $402M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.42M
3
+$3.07M
4
RMD icon
ResMed
RMD
+$2.52M
5
ADBE icon
Adobe
ADBE
+$1.95M

Top Sells

1
+$14M
2
+$5.18M
3
+$5.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.54M
5
FISV
Fiserv Inc
FISV
+$2.51M

Sector Composition

1 Technology 12.14%
2 Industrials 5.99%
3 Communication Services 3.79%
4 Healthcare 3.74%
5 Consumer Discretionary 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.23%
+57,100
27
$4.53M 1.21%
17,803
+197
28
$4.47M 1.2%
15,028
+186
29
$4.44M 1.19%
26,520
-8,023
30
$4.05M 1.08%
9,779
-48
31
$3.93M 1.05%
33,560
-448
32
$3.76M 1.01%
11,006
+61
33
$3.75M 1%
44,627
+504
34
$3.42M 0.92%
23,622
+3,699
35
$3.3M 0.88%
13,689
+289
36
$3.2M 0.86%
+47,470
37
$3.09M 0.83%
21,614
-425
38
$2.52M 0.68%
+9,221
39
$2.34M 0.63%
7,533
+2,385
40
$2.06M 0.55%
7,315
41
$2.04M 0.55%
12,219
42
$1.92M 0.51%
54,000
43
$1.8M 0.48%
9,200
44
$1.71M 0.46%
25,785
-1
45
$1.54M 0.41%
+30,490
46
$1.46M 0.39%
4,838
47
$1.38M 0.37%
2,251
48
$1.22M 0.33%
+3,617
49
$1.18M 0.32%
8,100
50
$878K 0.24%
7,272
1
2
3 4