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
51
$567K 0.21%
11,310
52
$560K 0.21%
1,460
53
$534K 0.2%
1,605
54
$449K 0.17%
5,200
55
$416K 0.15%
7,200
56
$404K 0.15%
4,670
57
$393K 0.15%
4,855
58
$378K 0.14%
6,063
-17
59
$371K 0.14%
12,163
60
$345K 0.13%
1,640
+549
61
$343K 0.13%
2,287
62
$336K 0.13%
15,601
+68
63
$322K 0.12%
4,000
64
$315K 0.12%
+1,252
65
$302K 0.11%
8,786
66
$287K 0.11%
2,070
67
$266K 0.1%
16,789
+1,244
68
$263K 0.1%
+4,400
69
$257K 0.1%
4,959
-400
70
$247K 0.09%
890
71
$239K 0.09%
7,704
72
$227K 0.08%
5,000
73
$225K 0.08%
+4,870
74
$212K 0.08%
18,426
-7,422
75
$161K 0.06%
11,100
1 2
3
4