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
251
$476K 0.05%
16,953
+3,479
252
$476K 0.05%
4,071
+159
253
$476K 0.05%
+14,534
254
$475K 0.05%
11,462
+301
255
$475K 0.05%
+36,551
256
$475K 0.05%
+5,063
257
$474K 0.05%
12,844
-110
258
$474K 0.05%
9,416
+538
259
$474K 0.05%
5,632
+655
260
$474K 0.05%
5,556
+901
261
$474K 0.05%
+8,520
262
$473K 0.05%
688
+82
263
$473K 0.05%
3,554
+258
264
$472K 0.05%
2,871
+509
265
$472K 0.05%
+13,766
266
$472K 0.05%
+10,002
267
$472K 0.05%
8,371
+377
268
$471K 0.05%
4,198
-58
269
$471K 0.05%
+5,159
270
$471K 0.05%
8,763
+1,439
271
$470K 0.05%
+3,760
272
$470K 0.05%
5,290
+468
273
$470K 0.05%
7,976
+785
274
$470K 0.05%
4,683
-938
275
$469K 0.05%
+9,117
9 10
11
12 13