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
51
$829K 0.26%
2,275
52
$756K 0.24%
20,880
-13,563
53
$742K 0.23%
8,100
54
$568K 0.18%
11,310
55
$539K 0.17%
1,460
-7
56
$531K 0.17%
5,200
57
$513K 0.16%
12,148
-15
58
$507K 0.16%
7,745
+41
59
$505K 0.16%
2,287
-46
60
$502K 0.16%
4,963
+108
61
$469K 0.15%
7,200
62
$415K 0.13%
6,056
-7
63
$407K 0.13%
7,287
-3,138
64
$403K 0.13%
4,670
65
$384K 0.12%
16,798
-427
66
$382K 0.12%
+2,598
67
$380K 0.12%
4,000
68
$372K 0.12%
18,026
69
$356K 0.11%
1,252
70
$342K 0.11%
1,605
71
$319K 0.1%
11,100
72
$258K 0.08%
4,774
-205
73
$258K 0.08%
1,825
-11
74
$257K 0.08%
1,091
-20
75
$253K 0.08%
+3,600
1 2
3
4