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
176
$781K 0.07%
58,088
+4,083
177
$777K 0.07%
33,017
+488
178
$776K 0.07%
121,618
+52,615
179
$773K 0.07%
79,096
+7,232
180
$767K 0.07%
37,193
+3,146
181
$738K 0.06%
25,990
+2,650
182
$737K 0.06%
17,892
+1,913
183
$730K 0.06%
33,065
+608
184
$723K 0.06%
29,101
+676
185
$719K 0.06%
24,237
+446
186
$718K 0.06%
8,342
+172
187
$715K 0.06%
6,112
+133
188
$712K 0.06%
+61,881
189
$695K 0.06%
54,056
+1,886
190
$691K 0.06%
72,798
+1,491
191
$689K 0.06%
25,736
+497
192
$683K 0.06%
3,800
+109
193
$683K 0.06%
45,386
+1,042
194
$682K 0.06%
+55,197
195
$676K 0.06%
7,904
+207
196
$673K 0.06%
7,237
+217
197
$671K 0.06%
18,691
+481
198
$667K 0.06%
17,179
+359
199
$664K 0.06%
21,302
+613
200
$663K 0.06%
52,675
+1,777
6 7
8
9 10