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
401
$152K 0.02%
+10,775
402
$152K 0.02%
+17,285
403
$143K 0.02%
+27,961
404
$140K 0.02%
+10,885
405
$133K 0.02%
+14,308
406
$129K 0.01%
+16,961
407
$127K 0.01%
+1,451
408
$124K 0.01%
+10,054
409
$103K 0.01%
+18,144