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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
$992M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.5M
3
+$9.89M
4
WFC icon
Wells Fargo
WFC
+$9.24M
5
MDLZ icon
Mondelez International
MDLZ
+$8.76M

Top Sells

1
+$20.9M
2
+$17.4M
3
+$13.8M
4
EXC icon
Exelon
EXC
+$12.4M
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
526
– –
-6,205
527
– –
-20,439
528
– –
-14,787
529
– –
-3,932
530
– –
-7,399
531
– –
-4,831
532
– –
-42,703
533
– –
-48,019
534
– –
-139,046
535
– –
-1,535
536
– –
-185,623
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