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
401
$214K 0.02%
+4,208
402
$213K 0.02%
+7,974
403
$213K 0.02%
+4,213
404
$212K 0.02%
+11,316
405
$212K 0.02%
+14,911
406
$208K 0.02%
21,809
+214
407
$207K 0.02%
+7,704
408
$206K 0.02%
22,740
-56,148
409
$205K 0.02%
+2,958
410
$205K 0.02%
+13,816
411
$204K 0.02%
+11,802
412
$204K 0.02%
+39,935
413
$201K 0.02%
+10,763
414
$201K 0.02%
+11,657
415
$201K 0.02%
+12,946
416
$199K 0.02%
+12,959
417
$197K 0.02%
+15,087
418
$195K 0.02%
+10,783
419
$194K 0.02%
+13,040
420
$192K 0.02%
+10,484
421
$186K 0.02%
+11,712
422
$183K 0.02%
+15,706
423
$179K 0.02%
21,318
+2,779
424
$173K 0.02%
14,716
+1,994
425
$163K 0.02%
23,210
-654
15 16
17
18 19