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
$339M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.02M
3
+$5.77M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.02M
5
FANG icon
Diamondback Energy
FANG
+$3.44M

Top Sells

1
+$9.17M
2
+$3.96M
3
+$3.63M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.25M
5
PYPL icon
PayPal
PYPL
+$3.17M

Sector Composition

1 Technology 8.88%
2 Financials 6.67%
3 Healthcare 4.96%
4 Communication Services 4.55%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.08%
4,838
+64
77
$273K 0.08%
5,000
78
$253K 0.07%
3,255
-45
79
$209K 0.06%
3,600
80
$203K 0.06%
+1,230
81
– –
-81,206
82
– –
-9,716
83
– –
-1,956
1 2 3
4