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
$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
1
$27.6M 8.59%
69,448
+476
2
$26.9M 8.36%
936,142
-4,265
3
$24.5M 7.63%
471,726
-3,427
4
$23.7M 7.38%
206,639
+627
5
$21.6M 6.72%
232,293
+1,591
6
$16.3M 5.08%
73,848
+4,420
7
$14.8M 4.59%
592,396
+13,356
8
$9.17M 2.85%
81,206
-6,774
9
$6.93M 2.16%
153,171
-4,176
10
$5.99M 1.86%
20,329
+2,306
11
$5.81M 1.81%
38,188
+396
12
$5.74M 1.79%
55,520
+300
13
$5.71M 1.78%
23,536
+238
14
$5.62M 1.75%
7,449
-102
15
$5.17M 1.61%
42,311
+993
16
$5.01M 1.56%
+23,636
17
$4.95M 1.54%
17,858
+184
18
$4.8M 1.49%
63,788
+1,221
19
$4.55M 1.41%
83,394
-524
20
$4.51M 1.4%
84,114
+1,362
21
$4.43M 1.38%
331,840
+100,480
22
$4.39M 1.37%
40,189
+1,006
23
$4.27M 1.33%
20,178
+821
24
$4.19M 1.3%
27,060
+1,220
25
$4.18M 1.3%
9,166
+121
1
2 3 4