MIM

Meridiem Investment Management Portfolio holdings

AUM $5.22B
1-Year Est. Return 6.32%
This Quarter Est. Return
1 Year Est. Return
+6.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.47B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.5M
3
+$14.6M
4
BR icon
Broadridge
BR
+$13.3M
5
TSCO icon
Tractor Supply
TSCO
+$13.2M

Top Sells

1
+$41.2M
2
+$30M
3
+$19.8M
4
FISV
Fiserv Inc
FISV
+$13.9M
5
AAPL icon
Apple
AAPL
+$666K

Sector Composition

1 Technology 44.21%
2 Healthcare 23.92%
3 Financials 14.11%
4 Consumer Discretionary 11.77%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.03%
8,860
+950
27
$1.12M 0.02%
1,182
-200
28
$720K 0.01%
6,030
-1,500
29
$462K 0.01%
1,481
30
$415K 0.01%
2,500
31
$404K 0.01%
1,500
32
$314K 0.01%
2,640
33
$311K 0.01%
4,000
34
$274K 0.01%
540
35
$269K ﹤0.01%
466
-84
36
$259K ﹤0.01%
2,380
-2,700
37
$248K ﹤0.01%
1,185
-750
38
$212K ﹤0.01%
1,600
39
$208K ﹤0.01%
1,570
40
$190K ﹤0.01%
2,800
41
$183K ﹤0.01%
2,800
42
$164K ﹤0.01%
960
43
$156K ﹤0.01%
335
44
$155K ﹤0.01%
2,162
45
$153K ﹤0.01%
325
46
$139K ﹤0.01%
245
47
$136K ﹤0.01%
1,550
-1,800
48
$130K ﹤0.01%
350
49
$101K ﹤0.01%
1,600
50
$87.6K ﹤0.01%
250
-80
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2
3