MM

Meridian Management Portfolio holdings

AUM $404M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.63M
3
+$1.59M
4
JPM icon
JPMorgan Chase
JPM
+$813K
5
SBUX icon
Starbucks
SBUX
+$594K

Top Sells

1
+$3.14M
2
+$2.46M
3
+$2.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.74M

Sector Composition

1 Financials 8.34%
2 Technology 7.94%
3 Healthcare 6.16%
4 Communication Services 5.38%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,216
1 2 3
4