MIM

Meridiem Investment Management Portfolio holdings

AUM $4.74B
1-Year Est. Return 8.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$28.6M
3
+$4.24M
4
ALGN icon
Align Technology
ALGN
+$4.08M
5
ADP icon
Automatic Data Processing
ADP
+$3.58M

Top Sells

1
+$84.1M
2
+$48.1M
3
+$40.9M
4
APH icon
Amphenol
APH
+$39.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Sector Composition

1 Technology 46.94%
2 Healthcare 21.63%
3 Financials 12.75%
4 Consumer Discretionary 12.06%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.02%
1,049
-133
27
$780K 0.01%
6,030
28
$433K 0.01%
1,481
29
$382K 0.01%
2,500
30
$359K 0.01%
4,000
31
$343K 0.01%
886
-218,351
32
$319K 0.01%
1,000
-500
33
$286K 0.01%
388
-78
34
$285K 0.01%
540
35
$248K ﹤0.01%
2,380
36
$205K ﹤0.01%
1,900
-740
37
$196K ﹤0.01%
960
38
$177K ﹤0.01%
1,550
39
$165K ﹤0.01%
325
40
$153K ﹤0.01%
2,162
41
$141K ﹤0.01%
245
42
$138K ﹤0.01%
350
43
$92.8K ﹤0.01%
500
-685
44
$92.4K ﹤0.01%
197
-138
45
$92.2K ﹤0.01%
650
46
$89K ﹤0.01%
655
-915
47
$88.7K ﹤0.01%
250
48
$81.2K ﹤0.01%
280
49
$31.3K ﹤0.01%
108
50
$29.8K ﹤0.01%
690
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