MIM
Meridiem Investment Management Portfolio holdings
AUM
$5.5B
1-Year Est. Return
10.78%
1 Year Est. Return
+10.78%
AUM
$5.5B
AUM Growth
+$34.2M
(+0.63%)
Holding
57
Top Buys
| 1 | +$36.1M | |
| 2 | +$23.3M | |
| 3 | +$4.46M | |
| 4 |
Align Technology
ALGN
|
+$4.37M |
| 5 |
Automatic Data Processing
ADP
|
+$3.59M |
Top Sells
| 1 | +$84.4M | |
| 2 | +$51.9M | |
| 3 | +$48.1M | |
| 4 |
Mastercard
MA
|
+$41.5M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.49M |
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 | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$262B
| $28K | ﹤0.01% |
350
|
|
||
52
Carrier Global
CARR
$47.8B
| – | – |
-1,600
|
|
||
53
eBay
EBAY
$42B
| – | – |
-2,800
|
|
||
54
Home Depot
HD
$390B
| – | – |
-175
|
|
||
55
Otis Worldwide
OTIS
$35.8B
| – | – |
-800
|
|
||
56
PayPal
PYPL
$64.4B
| – | – |
-2,800
|
|
||
57
RTX Corp
RTX
$211B
| – | – |
-1,600
|
|