MCP

Meridiem Capital Partners Portfolio holdings

AUM $1.59B
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$83.1M
2
+$36.2M
3
+$32.7M
4
ABT icon
Abbott
ABT
+$32.6M
5
BSX icon
Boston Scientific
BSX
+$30M

Top Sells

1
+$38.5M
2
+$38.2M
3
+$33.6M
4
EW icon
Edwards Lifesciences
EW
+$27M
5
ZBH icon
Zimmer Biomet
ZBH
+$26.9M

Sector Composition

1 Technology 45.82%
2 Healthcare 20.15%
3 Communication Services 16.23%
4 Consumer Discretionary 12.42%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.74M 0.49%
+13,541
52
$6.62M 0.48%
+66,767
53
$5.33M 0.38%
+59,470
54
$5.32M 0.38%
+16,933
55
$4.95M 0.36%
+20,619
56
$4.53M 0.33%
+33,727
57
$4.39M 0.32%
+33,188
58
$3.97M 0.29%
+12,634
59
$3.91M 0.28%
+18,603
60
$3.28M 0.24%
+14,845
61
$2.64M 0.19%
+50,782
62
$2.61M 0.19%
+84,870
63
$2.61M 0.19%
+20,954
64
$2.41M 0.17%
+123,390
65
$2.15M 0.16%
+117,754
66
$2.1M 0.15%
+41,437
67
$1.5M 0.11%
+9,945
68
$295K 0.02%
+3,186
69
– –
-57,586
70
– –
-78,845
71
– –
-31,412
72
– –
-249,920
73
– –
-89,720
74
– –
-507,762
75
– –
-38,234
1 2
3
4