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
$5.1B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$9.07M
3
+$8.7M
4
ACN icon
Accenture
ACN
+$8.24M
5
LH icon
Labcorp
LH
+$7.83M

Top Sells

1
+$16.7M
2
+$15.8M
3
+$9.16M
4
TSM icon
TSMC
TSM
+$395K
5
MDT icon
Medtronic
MDT
+$377K

Sector Composition

1 Technology 43.26%
2 Healthcare 25.54%
3 Consumer Discretionary 15.44%
4 Financials 12.18%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.02%
1,689
27
$1.12M 0.02%
3,962
28
$973K 0.02%
7,530
29
$638K 0.01%
2,800
30
$523K 0.01%
3,350
31
$417K 0.01%
5,080
32
$395K 0.01%
2,500
33
$380K 0.01%
925
-741
34
$374K 0.01%
770
-402
35
$352K 0.01%
1,935
36
$307K 0.01%
2,640
37
$271K 0.01%
3,000
-2,280
38
$270K 0.01%
3,000
-1,904
39
$251K ﹤0.01%
6,000
40
$227K ﹤0.01%
800
-381
41
$219K ﹤0.01%
3,275
42
$193K ﹤0.01%
1,975
43
$188K ﹤0.01%
4,000
44
$178K ﹤0.01%
1,570
45
$173K ﹤0.01%
3,275
46
$170K ﹤0.01%
400
-100
47
$147K ﹤0.01%
1,600
48
$145K ﹤0.01%
520
+20
49
$138K ﹤0.01%
2,387
-3,000
50
$137K ﹤0.01%
245
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