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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
$244M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$2.62M
3 +$1.91M
4
JPM icon
JPMorgan Chase
JPM
+$807K
5
SBUX icon
Starbucks
SBUX
+$582K

Top Sells

1 +$3.14M
2 +$2.46M
3 +$2.36M
4
PYPL icon
PayPal
PYPL
+$2.13M
5
NVDA icon
NVIDIA
NVDA
+$2.04M

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