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
$2.49B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$144M
3
+$94.4M
4
INTU icon
Intuit
INTU
+$51M
5
FNV icon
Franco-Nevada
FNV
+$50.8M

Top Sells

1
+$79.9M
2
+$15.9M
3
+$15.2M
4
ALGN icon
Align Technology
ALGN
+$9.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.79M

Sector Composition

1 Technology 37.83%
2 Healthcare 24.45%
3 Consumer Discretionary 13.24%
4 Financials 11.34%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.07%
6,740
-230
27
$1.59M 0.06%
11,979
28
$1.27M 0.05%
3,597
29
$1.25M 0.05%
5,874
-6,323
30
$1.22M 0.05%
5,445
+70
31
$993K 0.04%
2,088
-69
32
$905K 0.04%
3,073
33
$814K 0.03%
5,750
+60
34
$719K 0.03%
3,550
35
$697K 0.03%
2,395
36
$692K 0.03%
3,233
-65
37
$536K 0.02%
1,434
-108
38
$526K 0.02%
3,200
39
$526K 0.02%
5,000
40
$476K 0.02%
5,080
41
$443K 0.02%
22,168
42
$397K 0.02%
8,387
43
$364K 0.01%
1,220
44
$325K 0.01%
+1,500
45
$284K 0.01%
805
46
$267K 0.01%
+7,474
47
$262K 0.01%
417
48
$254K 0.01%
1,170
-388
49
$231K 0.01%
1,250
-2,040
50
$222K 0.01%
1,855
-1,773
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