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
176
$559K 0.06%
+4,722
177
$558K 0.06%
+8,688
178
$556K 0.06%
15,899
+4,522
179
$554K 0.06%
12,336
-1,150
180
$554K 0.06%
+47,514
181
$553K 0.06%
+11,126
182
$544K 0.06%
25,501
+6,078
183
$531K 0.06%
8,708
-653
184
$528K 0.06%
9,276
-567
185
$527K 0.06%
2,087
-1,417
186
$517K 0.06%
8,062
-3,090
187
$514K 0.06%
+11,738
188
$514K 0.06%
54,605
-5,194
189
$514K 0.06%
8,750
-1,113
190
$510K 0.06%
9,212
-2,829
191
$509K 0.06%
+13,472
192
$504K 0.06%
+3,590
193
$502K 0.06%
22,145
-472
194
$502K 0.06%
3,812
-1,913
195
$501K 0.06%
4,251
-332
196
$498K 0.06%
13,029
+2,383
197
$497K 0.06%
+23,610
198
$496K 0.06%
8,046
+1,403
199
$495K 0.06%
805
+54
200
$493K 0.06%
5,645
-87
6 7
8
9 10