MM

Meridian Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$2.95M
3 +$2.66M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
APTV icon
Aptiv
APTV
+$977K

Top Sells

1 +$2.34M
2 +$2.1M
3 +$2.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$241K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$193K

Sector Composition

1 Financials 8.31%
2 Industrials 5.68%
3 Consumer Discretionary 4.74%
4 Consumer Staples 4.54%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,375