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MIM

Meridiem Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 1.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
-$820M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$125M
3
+$55.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$15.2M

Top Sells

1
+$109M
2
+$103M
3
+$59.7M
4
MA icon
Mastercard
MA
+$53.1M
5
TSCO icon
Tractor Supply
TSCO
+$46M

Sector Composition

1 Technology 36.17%
2 Healthcare 21.15%
3 Financials 14.98%
4 Consumer Discretionary 14.29%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$368B
$1.27M 0.03%
4,680
-1,420
SNPS icon
27
Synopsys
SNPS
$91.1B
$1.13M 0.03%
2,860
-456
JNJ icon
28
Johnson & Johnson
JNJ
$559B
$611K 0.02%
2,500
HON icon
29
Honeywell
HON
$135B
$499K 0.01%
2,208
-1,692
MCD icon
30
McDonald's
MCD
$197B
$412K 0.01%
1,327
-123
WPM icon
31
Wheaton Precious Metals
WPM
$52.9B
$393K 0.01%
3,000
-1,000
XOM icon
32
Exxon Mobil
XOM
$628B
$322K 0.01%
1,900
AXP icon
33
American Express
AXP
$214B
$303K 0.01%
1,000
WEC icon
34
WEC Energy
WEC
$36.3B
$275K 0.01%
2,380
ABBV icon
35
AbbVie
ABBV
$393B
$239K 0.01%
1,100
-95
PWR icon
36
Quanta Services
PWR
$104B
$229K 0.01%
417
-258
META icon
37
Meta Platforms (Facebook)
META
$1.49T
$222K 0.01%
388
DG icon
38
Dollar General
DG
$23.3B
$184K ﹤0.01%
1,550
DE icon
39
Deere & Co
DE
$157B
$183K ﹤0.01%
325
EW icon
40
Edwards Lifesciences
EW
$49.2B
$174K ﹤0.01%
2,167
-1,195
KO icon
41
Coca-Cola
KO
$342B
$164K ﹤0.01%
2,162
PANW icon
42
Palo Alto Networks
PANW
$217B
$154K ﹤0.01%
960
ALGN icon
43
Align Technology
ALGN
$12.3B
$146K ﹤0.01%
850
-1,193
WSO icon
44
Watsco Inc
WSO
$15.5B
$138K ﹤0.01%
379
-93
MTD icon
45
Mettler-Toledo International
MTD
$23.1B
$134K ﹤0.01%
106
MSCI icon
46
MSCI
MSCI
$44.1B
$132K ﹤0.01%
245
IDXX icon
47
Idexx Laboratories
IDXX
$44.4B
$116K ﹤0.01%
206
SYK icon
48
Stryker
SYK
$116B
$115K ﹤0.01%
350
LIN icon
49
Linde
LIN
$233B
$97.6K ﹤0.01%
197
AMD icon
50
Advanced Micro Devices
AMD
$799B
$91.5K ﹤0.01%
450
-200
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