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
$2.96B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$33.2M
3
+$14.4M
4
MA icon
Mastercard
MA
+$10.7M
5
UNH icon
UnitedHealth
UNH
+$4.67M

Top Sells

1
+$15.6M
2
+$3.4M
3
+$1.06M
4
LH icon
Labcorp
LH
+$796K
5
HON icon
Honeywell
HON
+$137K

Sector Composition

1 Technology 38.78%
2 Healthcare 24.41%
3 Consumer Discretionary 12.71%
4 Financials 11.08%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.06%
6,740
27
$1.46M 0.05%
11,820
-8,570
28
$1.44M 0.05%
3,195
29
$1.41M 0.05%
9,719
-300
30
$1.31M 0.04%
5,445
31
$1.23M 0.04%
5,539
32
$1.16M 0.04%
2,006
-45
33
$1.02M 0.03%
3,013
34
$953K 0.03%
5,690
35
$753K 0.03%
3,550
36
$718K 0.02%
2,395
37
$674K 0.02%
3,233
38
$539K 0.02%
5,000
39
$517K 0.02%
3,200
40
$479K 0.02%
22,168
41
$448K 0.02%
5,080
42
$435K 0.01%
8,387
43
$421K 0.01%
1,185
-35
44
$342K 0.01%
805
45
$321K 0.01%
7,422
46
$260K 0.01%
417
47
$250K 0.01%
+2,265
48
$228K 0.01%
3,275
49
$219K 0.01%
1,855
50
$216K 0.01%
2,545
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