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MIM

Meridiem Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 1.64%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
1 Year Est. Return
-1.64%
3 Year Est. Return
+34.98%
5 Year Est. Return
+53.7%
10 Year Est. Return
–
AUM
$5.22B
AUM Growth
-$279M
Cap. Flow
-$242M
Cap. Flow %
-4.63%
Top 10 Hldgs %
60.52%
Holding
52
New
1
Increased
5
Reduced
22
Closed
–

Top Buys

Rank Stock Value
1
VRSK icon
Verisk Analytics
VRSK
+$120M
2
AMZN icon
Amazon
AMZN
+$88.6M
3
INTU icon
Intuit
INTU
+$38.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$37.6M
5
MRSH
Marsh
MRSH
+$21.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$192M
2
ALGN icon
Align Technology
ALGN
+$123M
3
TMO icon
Thermo Fisher Scientific
TMO
+$88.1M
4
SNPS icon
Synopsys
SNPS
+$47.4M
5
FISV
Fiserv Inc
FISV
+$46.3M

Sector Composition

Rank Sector Weight
1 Technology 45.62%
2 Healthcare 15.53%
3 Consumer Discretionary 14.45%
4 Financials 13.36%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$423B
$971K 0.02%
1,049
– –
XYL icon
27
Xylem
XYL
$28.3B
$890K 0.02%
6,030
– –
JNJ icon
28
Johnson & Johnson
JNJ
$631B
$463K 0.01%
2,500
– –
WPM icon
29
Wheaton Precious Metals
WPM
$60.6B
$447K 0.01%
4,000
– –
MCD icon
30
McDonald's
MCD
$194B
$441K 0.01%
1,450
-31
-2% -$9.44K
AXP icon
31
American Express
AXP
$229B
$332K 0.01%
1,000
– –
ALGN icon
32
Align Technology
ALGN
$12.5B
$296K 0.01%
2,365
-785,194
-100% -$123M
META icon
33
Meta Platforms (Facebook)
META
$1.52T
$285K 0.01%
388
– –
WEC icon
34
WEC Energy
WEC
$34.6B
$273K 0.01%
2,380
– –
SPGI icon
35
S&P Global
SPGI
$121B
$263K 0.01%
540
– –
XOM icon
36
ExxonMobil
XOM
$657B
$214K ﹤0.01%
1,900
– –
PANW icon
37
Palo Alto Networks
PANW
$314B
$195K ﹤0.01%
960
– –
DG icon
38
Dollar General
DG
$27B
$160K ﹤0.01%
1,550
– –
DE icon
39
Deere & Co
DE
$164B
$149K ﹤0.01%
325
– –
KO icon
40
Coca-Cola
KO
$374B
$143K ﹤0.01%
2,162
– –
MSCI icon
41
MSCI
MSCI
$40.9B
$139K ﹤0.01%
245
– –
SYK icon
42
Stryker
SYK
$133B
$129K ﹤0.01%
350
– –
ABBV icon
43
AbbVie
ABBV
$438B
$116K ﹤0.01%
500
– –
AMD icon
44
Advanced Micro Devices
AMD
$767B
$105K ﹤0.01%
650
– –
ADBE icon
45
Adobe
ADBE
$109B
$101K ﹤0.01%
286
-600
-68% -$215K
LIN icon
46
Linde
LIN
$227B
$93.6K ﹤0.01%
197
– –
JPM icon
47
JPMorgan Chase
JPM
$956B
$88.3K ﹤0.01%
280
– –
ABT icon
48
Abbott
ABT
$188B
$87.8K ﹤0.01%
655
– –
V icon
49
Visa
V
$675B
$85.3K ﹤0.01%
250
– –
CB icon
50
Chubb
CB
$134B
$30.5K ﹤0.01%
108
– –
1
2
3

Similar funds

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Meridiem Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meridiem Investment Management held 52 positions worth $5.22B, down 5.1% from $5.5B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Meridiem Investment Management withdrew a net $242M in Q3 2025, reducing 22 holdings. Its largest reduction was UnitedHealth, cutting an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Meridiem Investment Management opened a new position in Verisk Analytics worth $110M.

  • Meridiem Investment Management's largest Q3 2025 buy was Verisk Analytics: 437,518 shares worth $110M.
  • Meridiem Investment Management added most to Amazon in Q3 2025, an estimated $88.6M increase.
  • Meridiem Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $192M.
  • Meridiem Investment Management's ten largest holdings make up 61% of its $5.22B portfolio in Q3 2025.
  • Meridiem Investment Management opened 1 new position and closed 0 in Q3 2025.
  • Meridiem Investment Management's portfolio value fell 5.1% quarter-over-quarter to $5.22B.

Based on Meridiem Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.