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
$269M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$2.44M
3 +$1.79M
4
TDOC icon
Teladoc Health
TDOC
+$1.43M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.09M

Top Sells

1 +$3.2M
2 +$2.5M
3 +$1.79M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.61M

Sector Composition

1 Technology 7.55%
2 Financials 7.38%
3 Consumer Discretionary 5.22%
4 Healthcare 5.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$27K 0.01%
1,781
77
-105,250
78
-12,171