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
$3.23B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.1M
3
+$10.8M
4
ALGN icon
Align Technology
ALGN
+$7.87M
5
ACN icon
Accenture
ACN
+$6.25M

Top Sells

1
+$50.4M
2
+$13.8M
3
+$3.48M
4
TSCO icon
Tractor Supply
TSCO
+$617K
5
Y
Alleghany Corp
Y
+$350K

Sector Composition

1 Technology 38.22%
2 Healthcare 26.16%
3 Consumer Discretionary 16.65%
4 Financials 13.24%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.07%
17,942
-1,047
27
$1.35M 0.04%
18,160
-46,725
28
$1.22M 0.04%
4,635
29
$1.03M 0.03%
2,256
-174
30
$874K 0.03%
3,550
31
$832K 0.03%
7,530
-1,950
32
$665K 0.02%
4,500
+1,500
33
$565K 0.02%
2,719
-420
34
$498K 0.02%
+1,161
35
$476K 0.01%
5,080
36
$442K 0.01%
2,500
37
$414K 0.01%
12,500
38
$386K 0.01%
22,168
39
$335K 0.01%
+1,000
40
$301K 0.01%
3,400
41
$291K 0.01%
2,640
42
$279K 0.01%
+1,000
43
$245K 0.01%
5,387
44
$233K 0.01%
3,275
-705
45
$226K 0.01%
1,400
46
$204K 0.01%
1,855
47
$199K 0.01%
1,975
48
$191K 0.01%
2,050
49
$189K 0.01%
6,000
-1,422
50
$187K 0.01%
4,100
1
2
3 4