MM
Meridian Management Portfolio holdings
AUM
$374M
1-Year Est. Return
11.15%
1 Year Est. Return
+11.15%
AUM
$374M
AUM Growth
+$7.81M
(+2.1%)
Holding
83
Top Buys
| 1 | +$8.49M | |
| 2 | +$4.58M | |
| 3 | +$3.2M | |
| 4 |
ResMed
RMD
|
+$2.52M |
| 5 |
Adobe
ADBE
|
+$1.92M |
Top Sells
| 1 | +$14.4M | |
| 2 | +$5.01M | |
| 3 | +$4.93M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.72M |
| 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 | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$566B
| $270K | 0.07% |
823
-9
|
|
||
77
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
| $267K | 0.07% |
4,929
|
|
||
78
Pfizer
PFE
$146B
| $264K | 0.07% |
10,359
|
|
||
79
PepsiCo
PEP
$202B
| $243K | 0.07% |
1,733
-50
|
|
||
80
McDonald's
MCD
$219B
| $209K | 0.06% |
688
|
|
||
81
Berkshire Hathaway Class B
BRK.B
$1.09T
| $209K | 0.06% |
+415
|
|
||
82
EPAM Systems
EPAM
$11B
| – | – |
-31,788
|
|
||
|
FISV
83
Fiserv Inc
FISV
$35.7B
| – | – |
-18,081
|
|