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
376
$359K 0.04%
+38,807
377
$348K 0.04%
62,655
+12,454
378
$336K 0.03%
+37,371
379
$307K 0.03%
+36,174
380
$298K 0.03%
+13,217
381
$297K 0.03%
15,867
+2,679
382
$285K 0.03%
23,154
+3,129
383
$280K 0.03%
+22,771
384
$270K 0.03%
+18,165
385
$269K 0.03%
25,550
+1,416
386
$263K 0.03%
21,326
+3,678
387
$260K 0.03%
6,723
-5,411
388
$257K 0.03%
+8,501
389
$254K 0.03%
+11,256
390
$251K 0.03%
27,334
+4,435
391
$247K 0.02%
17,496
+2,290
392
$235K 0.02%
+2,406
393
$232K 0.02%
23,073
+9,451
394
$230K 0.02%
+4,242
395
$224K 0.02%
+3,461
396
$220K 0.02%
+9,828
397
$218K 0.02%
+7,005
398
$217K 0.02%
+3,601
399
$216K 0.02%
+8,120
400
$216K 0.02%
+18,438
14 15
16
17 18