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6M
6 Meridian Portfolio holdings
AUM
$1.37B
1-Year Est. Return
17.3%
This Fund
S&P 500
This Quarter
Est. Return
+6.77%
1 Year Est. Return
+17.3%
3 Year Est. Return
+45.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$864M
AUM Growth
–
Cap. Flow
+$841M
Cap. Flow
% of AUM
97.24%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
409
New
409
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Altria Group
MO
|
+$23.3M |
| 2 |
Intel
INTC
|
+$17.9M |
| 3 |
Walmart Inc
WMT
|
+$17.5M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$17.2M |
| 5 |
Cisco
CSCO
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 26.63% |
| 2 | Financials | 15.71% |
| 3 | Consumer Staples | 15.16% |
| 4 | Technology | 8.96% |
| 5 | Industrials | 8.4% |
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6 Meridian's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for 6 Meridian, which disclosed 409 positions worth $864M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is Altria Group: 347,173 shares worth $24.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 27% of assets, followed by Financials and Consumer Staples.
- 6 Meridian's largest Q4 2017 buy was Altria Group: 347,173 shares worth $24.8M.
- 6 Meridian's ten largest holdings make up 21% of its $864M portfolio in Q4 2017.
- 6 Meridian disclosed 409 positions in Q4 2017, its first 13F filing on record.
Based on 6 Meridian's 13F filing for Q4 2017, filed 14 Feb 2018.