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
$1.14B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.6M
3
+$10M
4
ABBV icon
AbbVie
ABBV
+$9.62M
5
T icon
AT&T
T
+$8.59M

Top Sells

1
+$18.4M
2
+$8.48M
3
+$6.98M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.11M
5
ADX icon
Adams Diversified Equity Fund
ADX
+$2M

Sector Composition

1 Consumer Staples 15.45%
2 Financials 14.25%
3 Technology 7.62%
4 Healthcare 6.73%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$598K 0.05%
12,155
+370
252
$597K 0.05%
6,320
+237
253
$596K 0.05%
20,577
+713
254
$596K 0.05%
47,286
+1,652
255
$596K 0.05%
3,721
+136
256
$595K 0.05%
12,703
+489
257
$595K 0.05%
7,014
+232
258
$595K 0.05%
2,590
+106
259
$595K 0.05%
9,148
+338
260
$594K 0.05%
9,451
+346
261
$594K 0.05%
8,235
+286
262
$593K 0.05%
9,616
+343
263
$592K 0.05%
17,063
+575
264
$591K 0.05%
6,312
+246
265
$591K 0.05%
6,487
+248
266
$590K 0.05%
17,882
+720
267
$589K 0.05%
3,005
+113
268
$588K 0.05%
54,260
+2,160
269
$588K 0.05%
14,734
+526
270
$588K 0.05%
13,230
+517
271
$587K 0.05%
6,363
+256
272
$586K 0.05%
24,105
+759
273
$585K 0.05%
7,010
+271
274
$585K 0.05%
6,468
+257
275
$585K 0.05%
4,277
+157
9 10
11
12 13