MM

Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.62M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.34M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$978K

Top Sells

1
+$4.29M
2
+$2.42M
3
+$1.44M
4
DASH icon
DoorDash
DASH
+$1.24M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$765K

Sector Composition

1 Technology 9.41%
2 Financials 8.08%
3 Healthcare 5.51%
4 Communication Services 4.78%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.08%
5,000
77
$232K 0.07%
3,300
-1,100
78
$44K 0.01%
1,956
+175
79
– –
-18,436
80
– –
-333
81
– –
-1,241,682
82
– –
-999
83
– –
-7,668
1 2 3
4