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
$3.56B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$32.3M
3
+$15.5M
4
APH icon
Amphenol
APH
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.4M

Top Sells

1
+$18.7M
2
+$7.64M
3
+$5.52M
4
FNV icon
Franco-Nevada
FNV
+$4.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$953K

Sector Composition

1 Technology 40.73%
2 Healthcare 25.21%
3 Consumer Discretionary 15.48%
4 Financials 12.09%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.08%
16,789
-1,153
27
$1.2M 0.03%
12,940
-5,220
28
$1.13M 0.03%
4,055
-580
29
$943K 0.03%
1,898
-358
30
$788K 0.02%
7,530
31
$704K 0.02%
3,350
-200
32
$495K 0.01%
3,000
-1,500
33
$481K 0.01%
5,080
34
$387K 0.01%
2,500
35
$362K 0.01%
1,605
-1,114
36
$340K 0.01%
825
-336
37
$302K 0.01%
875
-125
38
$300K 0.01%
3,400
39
$289K 0.01%
2,640
40
$249K 0.01%
3,275
41
$245K 0.01%
5,387
42
$223K 0.01%
1,400
43
$195K 0.01%
6,000
44
$193K 0.01%
1,975
45
$193K 0.01%
4,000
46
$188K 0.01%
1,855
47
$183K 0.01%
600
-400
48
$183K 0.01%
4,100
49
$170K ﹤0.01%
+430
50
$163K ﹤0.01%
770
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