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
$891M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.1M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.8M
5
SPG icon
Simon Property Group
SPG
+$16.1M

Top Sells

1
+$18.9M
2
+$16.6M
3
+$15.2M
4
BAC icon
Bank of America
BAC
+$15.2M
5
JPM icon
JPMorgan Chase
JPM
+$14.8M

Sector Composition

1 Consumer Staples 15.94%
2 Financials 10.09%
3 Healthcare 8.65%
4 Consumer Discretionary 7.97%
5 Utilities 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.29M 0.71%
94,677
-2,094
52
$6.2M 0.7%
81,651
-16,274
53
$6.19M 0.69%
54,243
+1,700
54
$5.9M 0.66%
40,026
-10,419
55
$5.72M 0.64%
77,615
+19,269
56
$5.6M 0.63%
102,713
+24,987
57
$5.57M 0.63%
+34,860
58
$5.52M 0.62%
62,948
-7,843
59
$5.29M 0.59%
19,327
+1,653
60
$5.24M 0.59%
228,358
-3,468
61
$4.9M 0.55%
156,031
+37,081
62
$4.44M 0.5%
169,383
+46,918
63
$4.31M 0.48%
169,190
+34,738
64
$4.3M 0.48%
65,779
-11,841
65
$4.28M 0.48%
133,614
+32,021
66
$3.87M 0.43%
86,189
+21,829
67
$3.73M 0.42%
108,494
+27,322
68
$3.38M 0.38%
49,241
+11,648
69
$3.17M 0.36%
143,826
+36,784
70
$3.08M 0.35%
234,763
+29,469
71
$2.9M 0.33%
235,550
-517
72
$2.71M 0.3%
98,239
-55,763
73
$2.52M 0.28%
30,949
-2,885
74
$2.31M 0.26%
14,975
+4,415
75
$2.29M 0.26%
22,637
-2,920
1 2
3
4 5