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
$5.59B
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$62M
3
+$41.4M
4
SNPS icon
Synopsys
SNPS
+$31.2M
5
ADBE icon
Adobe
ADBE
+$1.26M

Top Sells

1
+$78.7M
2
+$44.1M
3
+$38.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$36.6M
5
APH icon
Amphenol
APH
+$34.8M

Sector Composition

1 Technology 45.03%
2 Healthcare 24.12%
3 Consumer Discretionary 12.29%
4 Financials 12.1%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.03%
7,910
27
$1.27M 0.02%
1,382
28
$874K 0.02%
7,530
29
$478K 0.01%
5,080
30
$445K 0.01%
1,500
31
$429K 0.01%
1,481
-981
32
$362K 0.01%
2,500
33
$344K 0.01%
1,935
34
$322K 0.01%
550
35
$284K 0.01%
2,640
36
$269K ﹤0.01%
540
37
$254K ﹤0.01%
3,350
38
$239K ﹤0.01%
2,800
39
$225K ﹤0.01%
4,000
40
$225K ﹤0.01%
2,970
41
$185K ﹤0.01%
1,600
42
$178K ﹤0.01%
1,570
43
$175K ﹤0.01%
960
-340
44
$174K ﹤0.01%
2,800
45
$168K ﹤0.01%
1,250
46
$147K ﹤0.01%
245
-300
47
$140K ﹤0.01%
335
48
$138K ﹤0.01%
325
49
$135K ﹤0.01%
2,162
50
$126K ﹤0.01%
+350
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