MM

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
$366M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.88M
3
+$5.07M
4
ADBE icon
Adobe
ADBE
+$4.34M
5
IQV icon
IQVIA
IQV
+$4.31M

Top Sells

1
+$6.45M
2
+$5.22M
3
+$4.82M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M
5
V icon
Visa
V
+$1.34M

Sector Composition

1 Technology 13.93%
2 Industrials 6.67%
3 Consumer Discretionary 3.59%
4 Communication Services 3.55%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.06%
688
-16
77
– –
-442
78
– –
-2,465
1 2 3
4