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
$3.88B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$31.7M
2 +$31.1M
3 +$23.6M
4
HAS icon
Hasbro
HAS
+$3.52M
5
ADP icon
Automatic Data Processing
ADP
+$2.05M

Top Sells

1 +$29.9M
2 +$6.96M
3 +$3.54M
4
FNV icon
Franco-Nevada
FNV
+$1.49M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.44M

Sector Composition

1 Technology 41.1%
2 Healthcare 24.35%
3 Consumer Discretionary 15.97%
4 Financials 12.18%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.85M 0.07%
14,719
-2,070
27
$1.31M 0.03%
12,940
28
$1.18M 0.03%
3,962
-93
29
$1.02M 0.03%
1,888
-10
30
$848K 0.02%
7,530
31
$569K 0.01%
3,350
32
$522K 0.01%
3,000
33
$448K 0.01%
5,080
34
$414K 0.01%
2,500
35
$334K 0.01%
825
36
$283K 0.01%
2,640
37
$252K 0.01%
3,400
38
$240K 0.01%
5,387
39
$221K 0.01%
770
40
$218K 0.01%
3,275
41
$202K 0.01%
6,000
42
$200K 0.01%
500
-375
43
$193K 0.01%
1,975
44
$191K ﹤0.01%
550
-50
45
$186K ﹤0.01%
4,100
46
$173K ﹤0.01%
4,000
47
$171K ﹤0.01%
1,570
-285
48
$160K ﹤0.01%
1,185
-215
49
$156K ﹤0.01%
1,600
50
$146K ﹤0.01%
3,275