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
$1.14B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.6M
3
+$10M
4
ABBV icon
AbbVie
ABBV
+$9.62M
5
T icon
AT&T
T
+$8.59M

Top Sells

1
+$18.4M
2
+$8.48M
3
+$6.98M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.11M
5
ADX icon
Adams Diversified Equity Fund
ADX
+$2M

Sector Composition

1 Consumer Staples 15.45%
2 Financials 14.25%
3 Technology 7.62%
4 Healthcare 6.73%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$530K 0.05%
7,502
+351
352
$530K 0.05%
830
+41
353
$530K 0.05%
36,012
+1,483
354
$528K 0.05%
24,310
+1,183
355
$527K 0.05%
7,488
+361
356
$522K 0.05%
13,491
-105
357
$519K 0.05%
3,379
+163
358
$514K 0.05%
4,869
+251
359
$508K 0.04%
10,417
+540
360
$506K 0.04%
15,919
+797
361
$506K 0.04%
25,028
+5,361
362
$504K 0.04%
37,893
+1,435
363
$501K 0.04%
64,256
+31,104
364
$500K 0.04%
14,769
+767
365
$499K 0.04%
8,124
-57
366
$498K 0.04%
14,517
+272
367
$498K 0.04%
4,946
+271
368
$496K 0.04%
44,382
+2,397
369
$489K 0.04%
6,437
+360
370
$487K 0.04%
37,822
+3,555
371
$486K 0.04%
2,284
+136
372
$476K 0.04%
22,560
+535
373
$475K 0.04%
7,289
+418
374
$472K 0.04%
+61,938
375
$469K 0.04%
8,128
+501
13 14
15
16 17