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
$3.54B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$53.1M
3
+$41.6M
4
MA icon
Mastercard
MA
+$37.9M
5
INTU icon
Intuit
INTU
+$37.3M

Top Sells

1
+$204M
2
+$380K
3
+$330K
4
MCO icon
Moody's
MCO
+$324K
5
PYPL icon
PayPal
PYPL
+$206K

Sector Composition

1 Technology 38.19%
2 Healthcare 27.42%
3 Consumer Discretionary 15.55%
4 Financials 11.98%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.04%
2,485
-350
27
$1.25M 0.04%
9,249
28
$1.19M 0.03%
4,825
-320
29
$876K 0.02%
3,939
-100
30
$851K 0.02%
9,980
-1,000
31
$790K 0.02%
3,550
32
$776K 0.02%
1,703
33
$582K 0.02%
5,000
34
$574K 0.02%
4,960
-1,780
35
$561K 0.02%
3,000
36
$515K 0.01%
+12,500
37
$507K 0.01%
5,080
38
$496K 0.01%
22,168
39
$468K 0.01%
2,103
-340
40
$443K 0.01%
2,500
41
$421K 0.01%
2,383
42
$401K 0.01%
+1,600
43
$353K 0.01%
417
44
$342K 0.01%
6,887
-1,500
45
$340K 0.01%
7,422
46
$258K 0.01%
2,545
47
$227K 0.01%
1,400
48
$220K 0.01%
1,855
49
$218K 0.01%
2,640
50
$214K 0.01%
4,100
+1,500
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