MM
Meridian Management Portfolio holdings
AUM
$402M
1-Year Est. Return
17.05%
This Fund
S&P 500
1 Year Est. Return
+17.05%
AUM
$402M
AUM Growth
-$2.01M
(-0.5%)
Holding
88
Top Buys
| 1 | +$6.96M | |
| 2 | +$4.08M | |
| 3 | +$3.03M | |
| 4 |
S&P Global
SPGI
|
+$2.81M |
| 5 |
Chevron
CVX
|
+$2.55M |
Top Sells
| 1 | +$5.86M | |
| 2 | +$3.61M | |
| 3 | +$3.55M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.15M |
| 5 |
Workday
WDAY
|
+$2.75M |
Sector Composition
| 1 | Technology | 10.94% |
| 2 | Industrials | 6.82% |
| 3 | Healthcare | 3.45% |
| 4 | Consumer Staples | 3.05% |
| 5 | Communication Services | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$660B
| $264K | 0.07% |
823
|
|
||
77
iShares Russell 2000 ETF
IWM
$79.7B
| $248K | 0.06% |
1,000
-300
|
|
||
78
iShares Floating Rate Bond ETF
FLOT
$9.5B
| $244K | 0.06% |
4,785
-2,645
|
|
||
79
SPDR Gold Trust
GLD
$149B
| $215K | 0.05% |
+500
|
|
||
80
KLA
KLAC
$267B
| $209K | 0.05% |
+142
|
|
||
81
McDonald's
MCD
$196B
| $204K | 0.05% |
656
|
|
||
82
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-415
|
|
||
83
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
| – | – |
-4,649
|
|
||
84
iShares Short Maturity Bond ETF
NEAR
$4.53B
| – | – |
-6,900
|
|
||
85
Nice
NICE
$5.69B
| – | – |
-18,481
|
|
||
86
Schwab Long-Term US Treasury ETF
SCHQ
$786M
| – | – |
-16,507
|
|
||
|
87
Workday
WDAY
$36.8B
| – | – |
-12,781
|
|
||
88
State Street Technology Select Sector SPDR ETF
XLK
$129B
| – | – |
-15,704
|
|