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
76
$2.63M 0.3%
+37,593
77
$2.6M 0.3%
+64,360
78
$2.52M 0.29%
+25,557
79
$2.48M 0.29%
+107,042
80
$2.17M 0.25%
+28,729
81
$2.05M 0.24%
+209,965
82
$1.99M 0.23%
+10,568
83
$1.93M 0.22%
+144,645
84
$1.84M 0.21%
+167,847
85
$1.75M 0.2%
+30,749
86
$1.73M 0.2%
+32,196
87
$1.71M 0.2%
+113,520
88
$1.63M 0.19%
+10,560
89
$1.59M 0.18%
+71,327
90
$1.58M 0.18%
+60,607
91
$1.34M 0.15%
+70,242
92
$1.34M 0.15%
+18,515
93
$1.29M 0.15%
+57,624
94
$1.28M 0.15%
+40,271
95
$1.26M 0.15%
+81,247
96
$1.25M 0.14%
+65,504
97
$1.24M 0.14%
+111,394
98
$1.23M 0.14%
+48,393
99
$1.21M 0.14%
+179,148
100
$1.19M 0.14%
+24,052
2 3
4
5 6