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
351
$391K 0.05%
+14,986
352
$389K 0.05%
+29,041
353
$388K 0.04%
+9,465
354
$384K 0.04%
+5,646
355
$384K 0.04%
+7,108
356
$383K 0.04%
+29,620
357
$381K 0.04%
+18,234
358
$381K 0.04%
+3,035
359
$379K 0.04%
+65,550
360
$377K 0.04%
+38,712
361
$376K 0.04%
+26,508
362
$374K 0.04%
+1,692
363
$366K 0.04%
+6,171
364
$362K 0.04%
+28,326
365
$356K 0.04%
+5,623
366
$356K 0.04%
+11,504
367
$351K 0.04%
+9,980
368
$347K 0.04%
+30,021
369
$327K 0.04%
+20,383
370
$316K 0.04%
+16,550
371
$306K 0.04%
+26,040
372
$303K 0.04%
+24,428
373
$298K 0.03%
+22,727
374
$294K 0.03%
+15,581
375
$289K 0.03%
+6,448
13 14
15
16 17