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
$992M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.4M
3
+$10.5M
4
MDLZ icon
Mondelez International
MDLZ
+$9.53M
5
AAPL icon
Apple
AAPL
+$9.38M

Top Sells

1
+$21.7M
2
+$17.8M
3
+$13.8M
4
EXC icon
Exelon
EXC
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M

Sector Composition

1 Consumer Staples 17.01%
2 Financials 10.84%
3 Healthcare 8.98%
4 Consumer Discretionary 7.69%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$446K 0.05%
10,326
-805
352
$442K 0.04%
31,352
+4,307
353
$440K 0.04%
+39,891
354
$438K 0.04%
37,181
+10,014
355
$436K 0.04%
19,666
+3,786
356
$434K 0.04%
+2,638
357
$428K 0.04%
+2,734
358
$428K 0.04%
+10,453
359
$425K 0.04%
+55,100
360
$424K 0.04%
+3,909
361
$420K 0.04%
+68,365
362
$417K 0.04%
+32,174
363
$416K 0.04%
+21,652
364
$416K 0.04%
19,303
-1,930
365
$415K 0.04%
22,366
-1,135
366
$413K 0.04%
34,374
-19,342
367
$410K 0.04%
+16,676
368
$397K 0.04%
+33,364
369
$396K 0.04%
21,496
+1,678
370
$377K 0.04%
+28,988
371
$376K 0.04%
29,053
+3,810
372
$375K 0.04%
33,622
+10,901
373
$372K 0.04%
15,343
+2,784
374
$361K 0.04%
26,892
+3,790
375
$360K 0.04%
13,256
+2,966
13 14
15
16 17