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
76
$3.99M 0.35%
277,777
+25,886
77
$3.94M 0.34%
142,852
+3,008
78
$3.93M 0.34%
158,032
+2,598
79
$3.71M 0.32%
78,081
+1,119
80
$3.68M 0.32%
20,639
-164
81
$3.67M 0.32%
164,400
+92,100
82
$3.51M 0.31%
47,093
-210
83
$3.3M 0.29%
246,069
+5,962
84
$3.08M 0.27%
136,146
-779
85
$2.95M 0.26%
201,833
+8,868
86
$2.88M 0.25%
28,266
-206
87
$2.77M 0.24%
90,112
-813
88
$2.69M 0.24%
59,504
+1,027
89
$2.49M 0.22%
50,718
+1,153
90
$2.36M 0.21%
14,263
-89
91
$2.03M 0.18%
+48,376
92
$1.99M 0.17%
79,727
+740
93
$1.99M 0.17%
15,856
-123
94
$1.98M 0.17%
36,903
-313
95
$1.87M 0.16%
22,913
-169
96
$1.81M 0.16%
224,632
+49,221
97
$1.72M 0.15%
67,528
+5,765
98
$1.7M 0.15%
70,381
+3,022
99
$1.62M 0.14%
47,910
-525
100
$1.45M 0.13%
+116,651
2 3
4
5 6