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6M

6 Meridian Portfolio holdings

AUM $1.37B
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$14.1M
3
+$13.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$8.64M
5
VZ icon
Verizon
VZ
+$8.28M

Top Sells

1
+$16M
2
+$15.2M
3
+$14.4M
4
PM icon
Philip Morris
PM
+$12.6M
5
MRK icon
Merck
MRK
+$10.7M

Sector Composition

1 Consumer Staples 14.87%
2 Financials 10.44%
3 Utilities 7.83%
4 Consumer Discretionary 7.15%
5 Technology 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
– –
-14,752
504
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-47,031
505
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-13,236
506
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-11,729
507
– –
-59,534
508
– –
-23,845
509
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-34,449
510
– –
-1,683
511
– –
-21,261
512
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-1,081
513
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-2,292
514
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-10,822
515
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-28,967
516
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-9,824
517
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-70,743
518
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-21,116
519
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-2,682
520
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-3,233
521
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522
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-8,163
523
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-136,477
524
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-2,946
525
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-7,344
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