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
51
$838K 0.22%
30,685
+287
52
$743K 0.2%
1,209
53
$741K 0.2%
5,200
54
$716K 0.19%
12,000
55
$684K 0.18%
4,855
56
$633K 0.17%
14,045
57
$549K 0.15%
6,007
58
$527K 0.14%
20,980
-8,368
59
$526K 0.14%
16,266
+121
60
$523K 0.14%
1,047
61
$499K 0.13%
4,424
62
$490K 0.13%
20,000
63
$461K 0.12%
17,480
-1,852
64
$438K 0.12%
6,537
-73,452
65
$407K 0.11%
877
66
$380K 0.1%
7,430
67
$354K 0.09%
6,900
68
$344K 0.09%
1,842
+7
69
$316K 0.08%
611
70
$315K 0.08%
1,300
71
$299K 0.08%
15,090
72
$294K 0.08%
5,000
73
$286K 0.08%
867
74
$278K 0.07%
910
75
$275K 0.07%
1,167
1 2
3
4