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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 Year Est. Return
-1.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
-$820M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$151M
2 +$125M
3 +$55.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$15.2M

Top Sells

1 +$109M
2 +$103M
3 +$59.7M
4
MA icon
Mastercard
MA
+$53.1M
5
TSCO icon
Tractor Supply
TSCO
+$46M

Sector Composition

1 Technology 36.17%
2 Healthcare 21.15%
3 Financials 14.98%
4 Consumer Discretionary 14.29%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$839B
$82.4K ﹤0.01%
280
V icon
52
Visa
V
$611B
$75.5K ﹤0.01%
250
ABT icon
53
Abbott
ABT
$158B
$47.7K ﹤0.01%
465
-190
CB icon
54
Chubb
CB
$126B
$35.2K ﹤0.01%
108
VZ icon
55
Verizon
VZ
$189B
$34.6K ﹤0.01%
690
WFC icon
56
Wells Fargo
WFC
$251B
$27.9K ﹤0.01%
350
ADBE icon
57
Adobe
ADBE
$98.8B
-286
ADSK icon
58
Autodesk
ADSK
$48.1B
-364
ECL icon
59
Ecolab
ECL
$72.2B
-554
FISV
60
Fiserv Inc
FISV
$28.4B
-1,695
SPGI icon
61
S&P Global
SPGI
$125B
-540