MIM

Meridiem Investment Management Portfolio holdings

AUM $5.5B
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$165M
3
+$157M
4
LH icon
Labcorp
LH
+$152M
5
CERN
Cerner Corp
CERN
+$142M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 29.98%
2 Technology 23.41%
3 Consumer Discretionary 14.76%
4 Financials 13.79%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.06%
+5,375
27
$1.08M 0.06%
+2,157
28
$839K 0.04%
+3,073
29
$747K 0.04%
+3,550
30
$713K 0.04%
+3,298
31
$688K 0.04%
+5,690
32
$637K 0.03%
+2,395
33
$596K 0.03%
+3,290
34
$555K 0.03%
+1,542
35
$503K 0.03%
+3,200
36
$467K 0.02%
+5,080
37
$466K 0.02%
+5,000
38
$397K 0.02%
+3,628
39
$372K 0.02%
+4,500
40
$364K 0.02%
+22,168
41
$356K 0.02%
+8,387
42
$354K 0.02%
+1,220
43
$331K 0.02%
+1,558
44
$264K 0.01%
+805
45
$252K 0.01%
+417
46
$214K 0.01%
+2,300
47
$193K 0.01%
+728
48
$189K 0.01%
+1,766
49
$186K 0.01%
+2,000
50
$177K 0.01%
+850
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