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
326
$443K 0.05%
+15,998
327
$442K 0.05%
7,235
+449
328
$442K 0.05%
+10,489
329
$442K 0.05%
+6,532
330
$442K 0.05%
8,927
+2,125
331
$441K 0.05%
7,621
+611
332
$441K 0.05%
+6,679
333
$440K 0.05%
33,493
+6,985
334
$440K 0.05%
28,076
+4,533
335
$437K 0.05%
2,745
-190
336
$437K 0.05%
13,614
+3,428
337
$437K 0.05%
8,484
+565
338
$436K 0.05%
6,842
+370
339
$436K 0.05%
+14,937
340
$435K 0.05%
+14,327
341
$434K 0.05%
19,626
-216
342
$432K 0.05%
3,156
+177
343
$429K 0.05%
+24,870
344
$428K 0.05%
3,594
-1,992
345
$426K 0.05%
15,058
+3,554
346
$419K 0.05%
+5,620
347
$417K 0.05%
+21,791
348
$410K 0.05%
+14,338
349
$409K 0.05%
+6,065
350
$408K 0.05%
+7,947
12 13
14
15 16