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
26
$9.53M 0.96%
+190,904
27
$9.38M 0.95%
+197,532
28
$9.26M 0.93%
88,980
-105,868
29
$9.25M 0.93%
124,398
-37,209
30
$9.07M 0.91%
+187,797
31
$8.73M 0.88%
45,948
-7,549
32
$8.67M 0.87%
+309,575
33
$8.58M 0.87%
159,815
+29,123
34
$8.51M 0.86%
69,060
+3,440
35
$8.49M 0.86%
105,045
+14,327
36
$8.37M 0.84%
190,816
+9,576
37
$7.98M 0.8%
+139,984
38
$7.73M 0.78%
280,180
+235,280
39
$7.7M 0.78%
116,293
-131,900
40
$7.7M 0.78%
142,580
-8,531
41
$7.67M 0.77%
75,736
+62,036
42
$7.67M 0.77%
152,000
+15,728
43
$7.64M 0.77%
+180,996
44
$7.57M 0.76%
92,622
+17,265
45
$7.5M 0.76%
31,859
-356
46
$7.43M 0.75%
42,188
+1,987
47
$7.16M 0.72%
+89,531
48
$7.16M 0.72%
65,356
+2,048
49
$7.11M 0.72%
45,529
-1,020
50
$7.09M 0.72%
+42,543
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