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
101
$1.45M 0.13%
38,295
+5,733
102
$1.43M 0.13%
121,293
+1,115
103
$1.43M 0.12%
89,997
+32,347
104
$1.4M 0.12%
57,682
+525
105
$1.38M 0.12%
121,899
+11,656
106
$1.38M 0.12%
45,423
+722
107
$1.38M 0.12%
21,838
-187
108
$1.35M 0.12%
+110,155
109
$1.35M 0.12%
46,596
+1,992
110
$1.28M 0.11%
15,240
+9,142
111
$1.27M 0.11%
+296,051
112
$1.25M 0.11%
27,825
+408
113
$1.2M 0.11%
17,044
+1,576
114
$1.2M 0.11%
44,611
+548
115
$1.15M 0.1%
58,879
+14,069
116
$1.14M 0.1%
38,555
+613
117
$1.12M 0.1%
33,982
+1,299
118
$1.11M 0.1%
73,385
+3,235
119
$1.11M 0.1%
+25,790
120
$1.05M 0.09%
58,742
+6,827
121
$1.04M 0.09%
11,828
+258
122
$1.01M 0.09%
58,110
+2,604
123
$1M 0.09%
66,666
+6,037
124
$998K 0.09%
38,899
+793
125
$989K 0.09%
60,812
+6,851
3 4
5
6 7