MM
Meridian Management Portfolio holdings
AUM
$366M
1-Year Est. Return
15.11%
1 Year Est. Return
+15.11%
AUM
$366M
AUM Growth
+$42.9M
(+13%)
Holding
78
Top Buys
| 1 | +$7M | |
| 2 | +$6.32M | |
| 3 | +$5.43M | |
| 4 |
IQVIA
IQV
|
+$5.32M |
| 5 |
Adobe
ADBE
|
+$4.03M |
Top Sells
| 1 | +$6.92M | |
| 2 | +$5.37M | |
| 3 | +$5.25M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$4.99M |
| 5 |
Visa
V
|
+$1.33M |
Sector Composition
| 1 | Technology | 13.93% |
| 2 | Industrials | 6.67% |
| 3 | Consumer Discretionary | 3.59% |
| 4 | Communication Services | 3.55% |
| 5 | Healthcare | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$220B
| $206K | 0.06% |
688
-16
|
|
||
77
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-442
|
|
||
78
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-2,465
|
|