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 Year Est. Return
-1.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.22B
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$88.6M
3
+$38.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$37.6M
5
MRSH
Marsh
MRSH
+$21.8M

Top Sells

1
+$192M
2
+$123M
3
+$88.1M
4
SNPS icon
Synopsys
SNPS
+$47.4M
5
FISV
Fiserv Inc
FISV
+$46.3M

Sector Composition

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
26
$971K 0.02%
1,049
27
$890K 0.02%
6,030
28
$463K 0.01%
2,500
29
$447K 0.01%
4,000
30
$441K 0.01%
1,450
-31
31
$332K 0.01%
1,000
32
$296K 0.01%
2,365
-785,194
33
$285K 0.01%
388
34
$273K 0.01%
2,380
35
$263K 0.01%
540
36
$214K ﹤0.01%
1,900
37
$195K ﹤0.01%
960
38
$160K ﹤0.01%
1,550
39
$149K ﹤0.01%
325
40
$143K ﹤0.01%
2,162
41
$139K ﹤0.01%
245
42
$129K ﹤0.01%
350
43
$116K ﹤0.01%
500
44
$105K ﹤0.01%
650
45
$101K ﹤0.01%
286
-600
46
$93.6K ﹤0.01%
197
47
$88.3K ﹤0.01%
280
48
$87.8K ﹤0.01%
655
49
$85.3K ﹤0.01%
250
50
$30.5K ﹤0.01%
108
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