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
$1.14B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.6M
3
+$10M
4
ABBV icon
AbbVie
ABBV
+$9.62M
5
T icon
AT&T
T
+$8.59M

Top Sells

1
+$18.4M
2
+$8.48M
3
+$6.98M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.11M
5
ADX icon
Adams Diversified Equity Fund
ADX
+$2M

Sector Composition

1 Consumer Staples 15.45%
2 Financials 14.25%
3 Technology 7.62%
4 Healthcare 6.73%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.4M 0.65%
35,149
+163
52
$7.39M 0.65%
124,688
+777
53
$7.24M 0.63%
38,508
+163
54
$7.21M 0.63%
24,524
+39
55
$7.2M 0.63%
48,791
+858
56
$7.15M 0.63%
55,710
+69
57
$7M 0.61%
32,039
+244
58
$6.93M 0.61%
64,089
+1,224
59
$6.91M 0.6%
79,525
+1,507
60
$6.85M 0.6%
55,056
+1,104
61
$6.75M 0.59%
225,973
-1,467
62
$6.65M 0.58%
72,000
+400
63
$6.21M 0.54%
70,623
+1,038
64
$6.14M 0.54%
128,131
+1,185
65
$5.99M 0.52%
256,918
+8,199
66
$5.89M 0.52%
94,652
+1,417
67
$5.55M 0.49%
134,973
+930
68
$5.5M 0.48%
185,960
+3,213
69
$5.43M 0.48%
108,764
+4,576
70
$5.23M 0.46%
119,084
+2,288
71
$5.18M 0.45%
158,450
+5,590
72
$4.74M 0.42%
51,730
-580
73
$4.64M 0.41%
114,118
+3,705
74
$4.21M 0.37%
143,214
+5,340
75
$4.02M 0.35%
61,275
+36,840
1 2
3
4 5