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
$5.32B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$44.8M
3
+$19.1M
4
MA icon
Mastercard
MA
+$17.9M
5
ACN icon
Accenture
ACN
+$14.5M

Top Sells

1
+$29.5M
2
+$9.18M
3
+$8.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.09M
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 43.52%
2 Healthcare 25.58%
3 Consumer Discretionary 14.93%
4 Financials 11.81%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.02%
1,545
-144
27
$1.02M 0.02%
7,530
28
$1.01M 0.02%
3,962
29
$697K 0.01%
+885
30
$649K 0.01%
2,800
31
$443K 0.01%
3,350
32
$399K 0.01%
5,080
33
$388K 0.01%
770
34
$365K 0.01%
2,500
35
$332K 0.01%
1,935
36
$304K 0.01%
2,640
37
$259K ﹤0.01%
2,100
-900
38
$210K ﹤0.01%
4,000
39
$178K ﹤0.01%
400
40
$163K ﹤0.01%
1,570
41
$162K ﹤0.01%
2,800
-475
42
$161K ﹤0.01%
1,600
-375
43
$150K ﹤0.01%
2,800
-475
44
$143K ﹤0.01%
2,387
45
$121K ﹤0.01%
325
-600
46
$118K ﹤0.01%
245
47
$111K ﹤0.01%
550
48
$105K ﹤0.01%
650
49
$101K ﹤0.01%
1,715
50
$101K ﹤0.01%
1,600
-375
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