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
$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
51
$847K 0.25%
28,859
-450
52
$809K 0.24%
40,093
+22,067
53
$800K 0.24%
8,100
54
$763K 0.23%
1,940
-335
55
$589K 0.17%
5,200
56
$585K 0.17%
12,040
-108
57
$556K 0.16%
1,469
+9
58
$525K 0.15%
2,287
59
$524K 0.15%
7,805
+60
60
$524K 0.15%
7,200
61
$509K 0.15%
4,855
-108
62
$491K 0.14%
6,002
-54
63
$460K 0.14%
7,287
64
$449K 0.13%
8,960
-2,350
65
$440K 0.13%
+1,582
66
$402K 0.12%
4,670
67
$396K 0.12%
2,598
68
$386K 0.11%
4,000
69
$381K 0.11%
17,506
+708
70
$374K 0.11%
1,252
71
$361K 0.11%
+7,147
72
$342K 0.1%
1,605
73
$323K 0.1%
1,192
+101
74
$308K 0.09%
11,100
75
$278K 0.08%
1,875
+50
1 2
3
4