MM
Meridian Management Portfolio holdings
AUM
$404M
1-Year Est. Return
13.27%
This Fund
S&P 500
1 Year Est. Return
+13.27%
AUM
$404M
AUM Growth
+$30.3M
(+8.1%)
Holding
83
Top Buys
| 1 | +$3.51M | |
| 2 | +$3.46M | |
| 3 | +$3.31M | |
| 4 |
Broadcom
AVGO
|
+$3.05M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.98M |
Top Sells
| 1 | +$4.47M | |
| 2 | +$3.09M | |
| 3 | +$621K | |
| 4 |
Adobe
ADBE
|
+$513K |
| 5 |
PayPal
PYPL
|
+$438K |
Sector Composition
| 1 | Technology | 12.04% |
| 2 | Industrials | 5.63% |
| 3 | Healthcare | 4.1% |
| 4 | Communication Services | 4.08% |
| 5 | Consumer Discretionary | 3.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
| $250K | 0.06% |
4,649
-280
|
|
||
77
PepsiCo
PEP
$224B
| $249K | 0.06% |
1,733
|
|
||
78
iShares Core US Aggregate Bond ETF
AGG
$140B
| $209K | 0.05% |
+2,092
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.05T
| $209K | 0.05% |
415
|
|
||
80
McDonald's
MCD
$236B
| $200K | 0.05% |
656
-32
|
|
||
81
Diamondback Energy
FANG
$50B
| – | – |
-21,614
|
|
||
|
82
PayPal
PYPL
$43.5B
| – | – |
-6,537
|
|
||
83
Zebra Technologies
ZBRA
$11.5B
| – | – |
-15,028
|
|