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
126
$777K 0.09%
+42,127
127
$775K 0.09%
+5,586
128
$757K 0.09%
+3,504
129
$734K 0.08%
+10,515
130
$732K 0.08%
+16,474
131
$714K 0.08%
+4,705
132
$712K 0.08%
+47,777
133
$712K 0.08%
+63,736
134
$711K 0.08%
+11,985
135
$698K 0.08%
+55,813
136
$697K 0.08%
+11,853
137
$690K 0.08%
+89,610
138
$676K 0.08%
+5,725
139
$672K 0.08%
+11,152
140
$672K 0.08%
+8,363
141
$670K 0.08%
+53,524
142
$657K 0.08%
+18,705
143
$657K 0.08%
+44,485
144
$649K 0.08%
+15,333
145
$649K 0.08%
+24,492
146
$644K 0.07%
+53,320
147
$641K 0.07%
+7,983
148
$640K 0.07%
+5,621
149
$636K 0.07%
+9,417
150
$635K 0.07%
+24,710