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
$1.27B
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Sells

1 +$13M
2 +$8.04M
3 +$7.89M
4
GILD icon
Gilead Sciences
GILD
+$5.55M
5
DUK icon
Duke Energy
DUK
+$5.37M

Sector Composition

1 Consumer Staples 3.7%
2 Financials 3.64%
3 Healthcare 3.3%
4 Technology 2.53%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BCC icon
351
Boise Cascade
BCC
$2.85B
$205K 0.02%
3,801
+265
BKU icon
352
Bankunited
BKU
$3.46B
$205K 0.02%
4,911
+167
CNC icon
353
Centene
CNC
$20.4B
$205K 0.02%
+3,283
DUK icon
354
Duke Energy
DUK
$89.2B
$205K 0.02%
2,104
-55,064
FE icon
355
FirstEnergy
FE
$25.6B
$205K 0.02%
+5,752
ILPT
356
Industrial Logistics Properties Trust
ILPT
$375M
$205K 0.02%
+8,075
MCY icon
357
Mercury Insurance
MCY
$5.07B
$205K 0.02%
3,691
-69
OGE icon
358
OGE Energy
OGE
$8.85B
$205K 0.02%
+6,214
PGR icon
359
Progressive
PGR
$137B
$205K 0.02%
2,269
-44
DRE
360
DELISTED
Duke Realty Corp.
DRE
$205K 0.02%
+4,285
DOC
361
DELISTED
PHYSICIANS REALTY TRUST
DOC
$205K 0.02%
+11,646
FCN icon
362
FTI Consulting
FCN
$5.24B
$204K 0.02%
1,518
-319
HII icon
363
Huntington Ingalls Industries
HII
$12.9B
$204K 0.02%
+1,056
HUM icon
364
Humana
HUM
$32.9B
$204K 0.02%
+525
SEE icon
365
Sealed Air
SEE
$6.12B
$204K 0.02%
+3,730
SJM icon
366
J.M. Smucker
SJM
$10.9B
$204K 0.02%
1,702
-68
STBA icon
367
S&T Bancorp
STBA
$1.62B
$204K 0.02%
+6,922
DTE icon
368
DTE Energy
DTE
$27.3B
$203K 0.02%
+1,817
EHC icon
369
Encompass Health
EHC
$10.8B
$203K 0.02%
+3,396
FCPT icon
370
Four Corners Property Trust
FCPT
$2.47B
$203K 0.02%
+7,556
SWX icon
371
Southwest Gas
SWX
$5.77B
$202K 0.02%
+3,016
ABG icon
372
Asbury Automotive
ABG
$4.82B
$202K 0.02%
1,027
-143
ATR icon
373
AptarGroup
ATR
$7.84B
$202K 0.02%
1,695
+236
CME icon
374
CME Group
CME
$98.1B
$202K 0.02%
+1,045
HE icon
375
Hawaiian Electric Industries
HE
$2.03B
$202K 0.02%
4,938
-989