6M

6 Meridian Portfolio holdings

AUM $1.37B
1-Year Est. Return 17.3%
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.1M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.8M
5
SPG icon
Simon Property Group
SPG
+$16.1M

Top Sells

1
+$18.9M
2
+$16.6M
3
+$15.2M
4
BAC icon
Bank of America
BAC
+$15.2M
5
JPM icon
JPMorgan Chase
JPM
+$14.8M

Sector Composition

1 Consumer Staples 15.94%
2 Financials 10.09%
3 Healthcare 8.65%
4 Consumer Discretionary 7.97%
5 Utilities 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$482K 0.05%
+10,509
227
$481K 0.05%
11,995
+1,648
228
$481K 0.05%
13,495
+1,975
229
$480K 0.05%
+12,298
230
$480K 0.05%
12,215
+1,223
231
$480K 0.05%
+9,577
232
$480K 0.05%
6,251
-2,112
233
$480K 0.05%
38,810
+7,232
234
$480K 0.05%
5,847
+369
235
$480K 0.05%
13,975
+589
236
$479K 0.05%
5,579
+354
237
$479K 0.05%
10,592
+796
238
$479K 0.05%
+10,578
239
$479K 0.05%
+4,123
240
$479K 0.05%
5,898
-1,651
241
$479K 0.05%
+9,544
242
$479K 0.05%
9,663
+1,791
243
$478K 0.05%
+44,598
244
$478K 0.05%
9,087
+408
245
$477K 0.05%
3,945
-239
246
$477K 0.05%
+8,240
247
$477K 0.05%
17,999
+2,322
248
$476K 0.05%
5,655
+509
249
$476K 0.05%
5,965
+922
250
$476K 0.05%
10,477
+1,223
8 9
10
11 12