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
$864M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$18.9M
3 +$18.8M
4
CSCO icon
Cisco
CSCO
+$17.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$17.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.71%
2 Consumer Staples 15.21%
3 Technology 8.91%
4 Industrials 8.36%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$463K 0.05%
+3,912
277
$462K 0.05%
+4,909
278
$462K 0.05%
+4,256
279
$461K 0.05%
+2,605
280
$461K 0.05%
+6,946
281
$460K 0.05%
+16,368
282
$460K 0.05%
+10,799
283
$459K 0.05%
+4,102
284
$459K 0.05%
+17,720
285
$458K 0.05%
+4,977
286
$458K 0.05%
+8,679
287
$458K 0.05%
+38,875
288
$457K 0.05%
+3,206
289
$457K 0.05%
+4,655
290
$455K 0.05%
+7,709
291
$455K 0.05%
+5,356
292
$454K 0.05%
+7,191
293
$454K 0.05%
+17,727
294
$453K 0.05%
+9,796
295
$451K 0.05%
+23,543
296
$450K 0.05%
+15,313
297
$449K 0.05%
+4,822
298
$449K 0.05%
+8,829
299
$449K 0.05%
+11,136
300
$448K 0.05%
+751