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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
526
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528
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-8,099
529
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530
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531
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532
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-5,538
533
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534
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-6,536
535
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-165,992
536
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537
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538
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539
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540
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541
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542
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543
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544
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545
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546
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547
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548
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-42,034
549
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