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
$207M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.49M
3 +$2.49M
4
JPM icon
JPMorgan Chase
JPM
+$2.17M
5
SBUX icon
Starbucks
SBUX
+$2.05M

Top Sells

1 +$4.53M
2 +$3.6M
3 +$2.54M
4
APTV icon
Aptiv
APTV
+$2.51M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.43M

Sector Composition

1 Technology 7.78%
2 Financials 7.3%
3 Healthcare 6.39%
4 Communication Services 5.28%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,131
77
-12,000
78
-5,359
79
-95,220
80
-24,756