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
$864M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.9M
3
+$18.8M
4
CSCO icon
Cisco
CSCO
+$17.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$17.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.71%
2 Consumer Staples 15.21%
3 Technology 8.91%
4 Industrials 8.36%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.69%
+70,315
52
$5.78M 0.67%
+33,251
53
$5.78M 0.67%
+77,096
54
$5.78M 0.67%
+107,243
55
$5.71M 0.66%
+28,049
56
$5.63M 0.65%
+17,674
57
$5.54M 0.64%
+231,826
58
$5.54M 0.64%
+186,747
59
$5.48M 0.63%
+46,019
60
$5.15M 0.6%
+95,878
61
$4.97M 0.58%
+94,174
62
$4.96M 0.57%
+77,620
63
$4.3M 0.5%
+154,002
64
$4.29M 0.5%
+77,726
65
$4.26M 0.49%
+58,346
66
$4.24M 0.49%
+116,997
67
$3.71M 0.43%
+118,950
68
$3.41M 0.39%
+122,465
69
$3.36M 0.39%
+134,452
70
$3.35M 0.39%
+101,593
71
$3.18M 0.37%
+205,840
72
$3.14M 0.36%
+236,067
73
$2.89M 0.33%
+81,172
74
$2.89M 0.33%
+205,294
75
$2.8M 0.32%
+33,834
1 2
3
4 5