MM
Meridian Management Portfolio holdings
AUM
$366M
This Quarter Return
-4.88%
1 Year Return
+15.11%
3 Year Return
+49.4%
5 Year Return
+71.02%
10 Year Return
+134.21%
AUM
$315M
AUM Growth
+$315M
(-8.6%)
Cap. Flow
-$521K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
56.99%
Holding
86
New
11
Increased
19
Reduced
26
Closed
2
Top Buys
| 1 |
Corpay
CPAY
|
$4.24M |
| 2 |
Magna International
MGA
|
$3.49M |
| 3 |
PayPal
PYPL
|
$1.8M |
| 4 |
Texas Pacific Land
TPL
|
$1.31M |
| 5 |
iShares International Equity Factor ETF
INTF
|
$1.26M |
Top Sells
| 1 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
$9.96M |
| 2 |
Palo Alto Networks
PANW
|
$4.32M |
| 3 |
NVIDIA
NVDA
|
$2.57M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.34M |
| 5 |
Etsy
ETSY
|
$2.1M |
Sector Composition
| 1 | Technology | 9.87% |
| 2 | Financials | 6.07% |
| 3 | Consumer Discretionary | 4.59% |
| 4 | Industrials | 4.32% |
| 5 | Communication Services | 4.11% |
