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
301
$446K 0.05%
+7,919
302
$446K 0.05%
+27,173
303
$445K 0.05%
+8,878
304
$445K 0.05%
+1,795
305
$445K 0.05%
+9,254
306
$445K 0.05%
+23,994
307
$444K 0.05%
+3,682
308
$444K 0.05%
+18,238
309
$444K 0.05%
+11,520
310
$443K 0.05%
+7,010
311
$443K 0.05%
+13,474
312
$442K 0.05%
+5,146
313
$442K 0.05%
+11,377
314
$441K 0.05%
+33,590
315
$441K 0.05%
+23,905
316
$438K 0.05%
+4,963
317
$437K 0.05%
+7,324
318
$436K 0.05%
+10,844
319
$436K 0.05%
+9,296
320
$435K 0.05%
+2,979
321
$434K 0.05%
+42,031
322
$433K 0.05%
+6,786
323
$432K 0.05%
+10,186
324
$431K 0.05%
+10,646
325
$430K 0.05%
+5,043