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

Top Buys

1
+$19.8M
2
+$15.4M
3
+$10.5M
4
MDLZ icon
Mondelez International
MDLZ
+$9.53M
5
AAPL icon
Apple
AAPL
+$9.38M

Top Sells

1
+$21.7M
2
+$17.8M
3
+$13.8M
4
EXC icon
Exelon
EXC
+$13M
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
51
$7.08M 0.71%
60,031
-432
52
$6.98M 0.7%
+53,758
53
$6.86M 0.69%
39,498
+2,426
54
$6.82M 0.69%
81,024
-924
55
$6.8M 0.69%
64,123
-50,803
56
$6.79M 0.68%
35,394
+2,561
57
$6.75M 0.68%
204,631
+32,577
58
$6.7M 0.68%
+47,899
59
$6.52M 0.66%
+104,785
60
$6.33M 0.64%
3,625
+522
61
$6.11M 0.62%
+24,724
62
$6.1M 0.61%
220,533
+25,066
63
$5.56M 0.56%
91,232
-800
64
$5.4M 0.54%
243,636
+28,924
65
$4.81M 0.48%
98,356
+21,522
66
$4.59M 0.46%
132,814
-10,650
67
$4.29M 0.43%
145,741
+29,294
68
$4.05M 0.41%
153,858
+4,933
69
$3.89M 0.39%
52,572
+1,529
70
$3.75M 0.38%
105,936
+23,893
71
$3.67M 0.37%
140,518
+17,405
72
$3.56M 0.36%
266,450
+35,115
73
$3.53M 0.36%
130,976
+30,623
74
$3.49M 0.35%
74,608
+1,976
75
$3.35M 0.34%
20,827
+6,468
1 2
3
4 5