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
$3.73B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$2.43M
3 +$676K
4
UNH icon
UnitedHealth
UNH
+$649K
5
AMZN icon
Amazon
AMZN
+$239K

Top Sells

1 +$36.8M
2 +$28M
3 +$14.3M
4
MA icon
Mastercard
MA
+$9.47M
5
FI icon
Fiserv
FI
+$8.35M

Sector Composition

1 Technology 41.64%
2 Healthcare 23.27%
3 Consumer Discretionary 15.92%
4 Financials 12.36%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.51M 0.07%
14,655
-64
27
$1.07M 0.03%
12,340
-600
28
$1.07M 0.03%
1,888
29
$1.04M 0.03%
3,962
30
$686K 0.02%
7,530
31
$418K 0.01%
2,800
-200
32
$409K 0.01%
5,080
33
$389K 0.01%
2,500
34
$354K 0.01%
3,350
35
$311K 0.01%
825
36
$311K 0.01%
2,640
37
$236K 0.01%
3,400
38
$231K 0.01%
770
39
$230K 0.01%
5,387
40
$191K 0.01%
3,275
41
$188K 0.01%
6,000
42
$183K ﹤0.01%
500
43
$177K ﹤0.01%
1,185
44
$162K ﹤0.01%
4,000
45
$152K ﹤0.01%
1,570
46
$148K ﹤0.01%
1,600
47
$144K ﹤0.01%
3,275
48
$142K ﹤0.01%
1,975
49
$130K ﹤0.01%
3,100
-1,000
50
$126K ﹤0.01%
245