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
376
$281K 0.03%
+7,074
377
$280K 0.03%
+28,094
378
$274K 0.03%
+15,312
379
$270K 0.03%
+22,756
380
$257K 0.03%
+17,221
381
$252K 0.03%
+6,099
382
$250K 0.03%
+14,559
383
$244K 0.03%
+18,735
384
$244K 0.03%
+22,564
385
$229K 0.03%
+9,628
386
$225K 0.03%
+11,009
387
$212K 0.02%
+5,653
388
$211K 0.02%
+6,017
389
$211K 0.02%
+6,143
390
$205K 0.02%
+25,848
391
$201K 0.02%
+17,240
392
$185K 0.02%
+14,490
393
$185K 0.02%
+15,642
394
$182K 0.02%
+12,000
395
$181K 0.02%
+938
396
$170K 0.02%
+12,200
397
$160K 0.02%
+10,019
398
$160K 0.02%
+17,009
399
$160K 0.02%
+10,554
400
$153K 0.02%
+16,313
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