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
76
$2.06M 0.23%
139,755
+26,235
77
$2.06M 0.23%
30,489
+11,974
78
$1.94M 0.22%
26,116
-2,613
79
$1.93M 0.22%
37,163
-57,011
80
$1.85M 0.21%
35,896
+11,844
81
$1.84M 0.21%
+141,260
82
$1.82M 0.2%
77,582
+19,958
83
$1.74M 0.2%
81,850
+10,523
84
$1.73M 0.19%
32,881
+2,132
85
$1.71M 0.19%
+134,661
86
$1.7M 0.19%
53,249
+12,978
87
$1.69M 0.19%
74,214
+19,122
88
$1.67M 0.19%
131,799
-12,846
89
$1.62M 0.18%
153,351
-14,496
90
$1.62M 0.18%
63,987
+15,594
91
$1.57M 0.18%
48,383
+12,737
92
$1.54M 0.17%
10,504
+3,230
93
$1.54M 0.17%
142,984
+31,590
94
$1.27M 0.14%
35,200
+9,220
95
$1.27M 0.14%
37,870
+9,798
96
$1.27M 0.14%
97,349
+17,294
97
$1.26M 0.14%
35,978
+9,045
98
$1.24M 0.14%
+104,428
99
$1.23M 0.14%
36,594
+5,561
100
$1.22M 0.14%
12,267
+2,832
2 3
4
5 6