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
276
$585K 0.05%
25,272
+1,042
277
$585K 0.05%
9,217
+356
278
$585K 0.05%
16,229
+581
279
$584K 0.05%
4,753
+186
280
$583K 0.05%
5,211
+208
281
$582K 0.05%
8,115
+309
282
$581K 0.05%
19,782
+740
283
$580K 0.05%
21,314
+2,989
284
$580K 0.05%
8,968
-71
285
$579K 0.05%
6,955
+289
286
$578K 0.05%
6,336
+249
287
$578K 0.05%
9,788
+358
288
$577K 0.05%
+37,574
289
$577K 0.05%
83,843
+2,927
290
$576K 0.05%
5,396
+211
291
$576K 0.05%
10,678
+338
292
$575K 0.05%
2,744
+96
293
$575K 0.05%
4,791
+195
294
$574K 0.05%
16,648
+642
295
$574K 0.05%
11,323
+460
296
$573K 0.05%
7,466
+307
297
$573K 0.05%
7,301
+293
298
$573K 0.05%
6,188
+234
299
$573K 0.05%
6,393
+255
300
$572K 0.05%
5,174
+223
10 11
12
13 14