MIM
Meridiem Investment Management Portfolio holdings
AUM
$5.22B
1-Year Est. Return
6.32%
1 Year Est. Return
+6.32%
AUM
$5.22B
AUM Growth
-$279M
(-5.1%)
Holding
52
Top Buys
| 1 | +$110M | |
| 2 | +$85.9M | |
| 3 | +$36.9M | |
| 4 |
Intuitive Surgical
ISRG
|
+$35M |
| 5 |
Marsh & McLennan
MMC
|
+$21.4M |
Top Sells
| 1 | +$219M | |
| 2 | +$98.3M | |
| 3 | +$91.8M | |
| 4 |
Amphenol
APH
|
+$46.1M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$41.7M |
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 | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$176B
| $30.3K | ﹤0.01% |
690
|
|
||
52
Wells Fargo
WFC
$282B
| $29.3K | ﹤0.01% |
350
|
|