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
$873M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11.8M
3
+$10.2M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$9.92M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.61M

Top Sells

1
+$14.6M
2
+$9.37M
3
+$6.99M
4
BLK icon
Blackrock
BLK
+$6.33M
5
META icon
Meta Platforms (Facebook)
META
+$6.05M

Sector Composition

1 Consumer Staples 14.22%
2 Utilities 8.94%
3 Financials 8.88%
4 Consumer Discretionary 6.86%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.68%
37,072
-167
52
$5.85M 0.67%
63,308
-309
53
$5.7M 0.65%
75,357
-9,274
54
$5.67M 0.65%
40,201
-72
55
$5.64M 0.65%
32,833
-88
56
$5.61M 0.64%
51,655
-6,418
57
$5.42M 0.62%
92,032
-12,881
58
$5.37M 0.61%
86,055
-4,442
59
$5.34M 0.61%
3,103
-3
60
$5.05M 0.58%
172,054
-55,912
61
$4.68M 0.54%
195,467
-35,413
62
$4.54M 0.52%
143,464
-20,723
63
$4.45M 0.51%
341,281
-16,811
64
$4.34M 0.5%
214,712
-696
65
$3.99M 0.46%
59,810
-16,908
66
$3.69M 0.42%
148,925
-20,116
67
$3.47M 0.4%
76,834
-24,956
68
$3.16M 0.36%
51,043
-816
69
$3.15M 0.36%
+82,550
70
$3.09M 0.35%
116,447
-37,735
71
$3M 0.34%
72,632
-2,278
72
$2.95M 0.34%
77,191
-9,545
73
$2.94M 0.34%
+123,113
74
$2.85M 0.33%
231,335
+120,766
75
$2.59M 0.3%
82,043
-25,399
1 2
3
4 5