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
201
$662K 0.06%
7,441
+212
202
$662K 0.06%
8,556
+255
203
$662K 0.06%
+66,283
204
$655K 0.06%
70,152
+26,433
205
$653K 0.06%
30,944
+841
206
$649K 0.06%
6,817
+202
207
$649K 0.06%
6,112
+163
208
$649K 0.06%
10,800
+290
209
$648K 0.06%
22,547
+521
210
$647K 0.06%
29,975
+810
211
$642K 0.06%
4,699
+157
212
$641K 0.06%
21,945
+495
213
$635K 0.06%
29,406
+757
214
$633K 0.06%
10,464
+344
215
$632K 0.06%
32,967
+789
216
$631K 0.06%
14,904
+429
217
$630K 0.06%
28,354
+856
218
$628K 0.06%
9,665
+326
219
$625K 0.05%
2,256
+74
220
$625K 0.05%
20,016
+554
221
$624K 0.05%
8,236
+250
222
$623K 0.05%
55,149
+1,720
223
$623K 0.05%
13,277
+445
224
$621K 0.05%
12,694
+419
225
$617K 0.05%
8,644
+298
7 8
9
10 11