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
$992M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.4M
3
+$10.5M
4
MDLZ icon
Mondelez International
MDLZ
+$9.53M
5
AAPL icon
Apple
AAPL
+$9.38M

Top Sells

1
+$21.7M
2
+$17.8M
3
+$13.8M
4
EXC icon
Exelon
EXC
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M

Sector Composition

1 Consumer Staples 17.01%
2 Financials 10.84%
3 Healthcare 8.98%
4 Consumer Discretionary 7.69%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$592K 0.06%
+28,372
177
$591K 0.06%
7,785
-274
178
$586K 0.06%
34,266
+4,530
179
$579K 0.06%
10,200
+2,486
180
$575K 0.06%
+11,112
181
$574K 0.06%
+560
182
$573K 0.06%
+6,483
183
$573K 0.06%
+11,809
184
$570K 0.06%
2,893
-411
185
$570K 0.06%
23,334
+992
186
$570K 0.06%
+13,040
187
$560K 0.06%
7,265
-521
188
$559K 0.06%
7,246
-1,887
189
$558K 0.06%
8,041
-246
190
$558K 0.06%
25,394
-21,755
191
$556K 0.06%
+9,445
192
$555K 0.06%
9,996
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193
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194
$548K 0.06%
2,746
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195
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+5,991
196
$545K 0.06%
18,400
+191
197
$544K 0.05%
7,343
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198
$543K 0.05%
4,868
-2,358
199
$542K 0.05%
9,127
-490
200
$542K 0.05%
17,390
-3,342
6 7
8
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