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
$891M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.1M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.8M
5
SPG icon
Simon Property Group
SPG
+$16.1M

Top Sells

1
+$18.9M
2
+$16.6M
3
+$15.2M
4
BAC icon
Bank of America
BAC
+$15.2M
5
JPM icon
JPMorgan Chase
JPM
+$14.8M

Sector Composition

1 Consumer Staples 15.94%
2 Financials 10.09%
3 Healthcare 8.65%
4 Consumer Discretionary 7.97%
5 Utilities 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$262K 0.03%
23,516
-2,524
377
$248K 0.03%
+28,512
378
$239K 0.03%
25,646
-13,066
379
$236K 0.03%
20,139
-9,481
380
$221K 0.02%
+39,411
381
$220K 0.02%
+4,862
382
$209K 0.02%
+11,635
383
$207K 0.02%
+19,194
384
$203K 0.02%
+6,469
385
$200K 0.02%
+1,319
386
$194K 0.02%
+10,100
387
$188K 0.02%
+10,372
388
$181K 0.02%
+113,284
389
$181K 0.02%
10,862
-5,688
390
$180K 0.02%
15,789
-1,451
391
$174K 0.02%
14,522
+32
392
$170K 0.02%
+10,294
393
$165K 0.02%
15,793
-520
394
$162K 0.02%
14,360
-1,282
395
$158K 0.02%
+19,498
396
$156K 0.02%
18,014
+3,706
397
$152K 0.02%
+10,076
398
$151K 0.02%
10,584
+30
399
$147K 0.02%
12,590
+2,536
400
$138K 0.02%
19,058
+2,097
14 15
16
17 18