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
$2.76B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$13.1M
3 +$11.7M
4
HAS icon
Hasbro
HAS
+$10.4M
5
MMC icon
Marsh & McLennan
MMC
+$8.12M

Top Sells

1 +$50.2M
2 +$5M
3 +$3.06M
4
ILMN icon
Illumina
ILMN
+$536K
5
AAPL icon
Apple
AAPL
+$452K

Sector Composition

1 Technology 36.85%
2 Healthcare 24.8%
3 Consumer Discretionary 13.14%
4 Financials 11.45%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.11M 0.08%
15,405
-3,300
27
$1.96M 0.07%
6,740
28
$1.55M 0.06%
10,019
-1,960
29
$1.3M 0.05%
5,539
-335
30
$1.26M 0.05%
3,195
-402
31
$1.26M 0.05%
5,445
32
$1.2M 0.04%
2,051
-37
33
$1.05M 0.04%
3,013
-60
34
$940K 0.03%
5,690
-60
35
$768K 0.03%
3,550
36
$762K 0.03%
2,395
37
$666K 0.02%
3,233
38
$578K 0.02%
5,000
39
$527K 0.02%
3,200
40
$458K 0.02%
22,168
41
$452K 0.02%
5,080
42
$442K 0.02%
1,220
43
$430K 0.02%
8,387
44
$330K 0.01%
805
45
$306K 0.01%
7,422
-52
46
$278K 0.01%
417
47
$230K 0.01%
3,275
48
$220K 0.01%
1,250
49
$215K 0.01%
1,855
50
$212K 0.01%
2,545