MIM

Meridiem Investment Management Portfolio holdings

AUM $5.22B
1-Year Est. Return 6.32%
This Quarter Est. Return
1 Year Est. Return
+6.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$67.1M
3
+$38.3M
4
LH icon
Labcorp
LH
+$32.6M
5
MA icon
Mastercard
MA
+$32.1M

Top Sells

1
+$5.19M
2
+$564K
3
+$401K
4
V icon
Visa
V
+$217K
5
EL icon
Estee Lauder
EL
+$191K

Sector Composition

1 Technology 36.98%
2 Healthcare 26.34%
3 Consumer Discretionary 17.02%
4 Financials 12.02%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.34%
45,306
-2,065
27
$2.3M 0.06%
16,789
28
$1.18M 0.03%
4,765
-60
29
$1.17M 0.03%
2,430
-55
30
$872K 0.02%
3,550
31
$741K 0.02%
9,480
-500
32
$624K 0.02%
1,703
33
$559K 0.02%
2,839
-1,100
34
$512K 0.01%
5,080
35
$483K 0.01%
5,000
36
$445K 0.01%
2,500
37
$416K 0.01%
3,000
38
$389K 0.01%
12,500
39
$382K 0.01%
22,168
40
$367K 0.01%
2,383
41
$348K 0.01%
417
42
$347K 0.01%
4,960
43
$326K 0.01%
2,023
-80
44
$288K 0.01%
6,887
45
$267K 0.01%
11,133
46
$226K 0.01%
2,640
47
$215K 0.01%
1,400
48
$202K 0.01%
1,855
49
$190K 0.01%
2,050
-495
50
$190K 0.01%
1,975
1
2
3