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
$1.05B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

1 +$3.11M
2 +$3.01M
3 +$2.85M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.95M
5
COP icon
ConocoPhillips
COP
+$1.87M

Sector Composition

1 Healthcare 4.83%
2 Consumer Staples 3.89%
3 Financials 3.19%
4 Technology 2.65%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-878
327
-6,642