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
$5.62B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$129M
3
+$4.06M
4
AMZN icon
Amazon
AMZN
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.45M

Top Sells

1
+$121M
2
+$45.8M
3
+$38.6M
4
TSCO icon
Tractor Supply
TSCO
+$8.67M
5
FI icon
Fiserv
FI
+$7.27M

Sector Composition

1 Technology 43.53%
2 Healthcare 26.07%
3 Consumer Discretionary 12.49%
4 Financials 11.99%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.02%
7,910
-1,590
27
$1.22M 0.02%
1,382
-163
28
$1.02M 0.02%
7,530
29
$840K 0.01%
885
30
$749K 0.01%
2,462
-1,500
31
$489K 0.01%
5,080
32
$407K 0.01%
1,500
-1,300
33
$405K 0.01%
2,500
34
$398K 0.01%
+2,300
35
$382K 0.01%
1,935
36
$323K 0.01%
+1,900
37
$318K 0.01%
545
+300
38
$315K 0.01%
550
-220
39
$309K 0.01%
2,640
40
$287K 0.01%
1,360
+1,080
41
$283K 0.01%
3,350
42
$279K 0.01%
540
+140
43
$262K ﹤0.01%
2,970
-1,368,095
44
$244K ﹤0.01%
4,000
45
$238K ﹤0.01%
+2,810
46
$222K ﹤0.01%
+1,300
47
$218K ﹤0.01%
2,800
48
$194K ﹤0.01%
1,600
49
$182K ﹤0.01%
2,800
50
$180K ﹤0.01%
+2,500
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