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

Top Buys

1
+$8.72M
2
+$6.89M
3
+$5.69M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.92M
5
FANG icon
Diamondback Energy
FANG
+$3.02M

Top Sells

1
+$9.17M
2
+$3.86M
3
+$3.63M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.24M
5
PYPL icon
PayPal
PYPL
+$2.87M

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