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
$1.14B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.6M
3
+$10M
4
ABBV icon
AbbVie
ABBV
+$9.62M
5
T icon
AT&T
T
+$8.59M

Top Sells

1
+$18.4M
2
+$8.48M
3
+$6.98M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.11M
5
ADX icon
Adams Diversified Equity Fund
ADX
+$2M

Sector Composition

1 Consumer Staples 15.45%
2 Financials 14.25%
3 Technology 7.62%
4 Healthcare 6.73%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$342K 0.03%
+82,913
402
$339K 0.03%
15,622
+1,892
403
$331K 0.03%
24,107
-4,860
404
$331K 0.03%
+29,687
405
$329K 0.03%
9,423
+990
406
$328K 0.03%
23,152
+2,772
407
$326K 0.03%
2,675
+314
408
$315K 0.03%
12,280
+1,348
409
$314K 0.03%
6,447
+774
410
$306K 0.03%
15,060
+2,077
411
$301K 0.03%
18,017
+2,219
412
$301K 0.03%
4,652
+588
413
$297K 0.03%
10,144
+1,170
414
$297K 0.03%
24,690
+3,114
415
$295K 0.03%
22,666
+859
416
$295K 0.03%
4,568
+558
417
$293K 0.03%
14,671
+1,724
418
$288K 0.03%
12,353
+2,172
419
$288K 0.03%
27,224
+3,493
420
$284K 0.02%
23,105
+3,065
421
$280K 0.02%
24,898
+4,779
422
$280K 0.02%
16,724
+2,375
423
$280K 0.02%
22,240
+713
424
$275K 0.02%
9,986
+1,583
425
$267K 0.02%
8,794
+1,637
15 16
17
18 19