MIM
Meridiem Investment Management Portfolio holdings
AUM
$4.74B
1-Year Est. Return
8.11%
This Fund
S&P 500
1 Year Est. Return
+8.11%
AUM
$4.74B
AUM Growth
-$486M
(-9.3%)
Holding
60
Top Buys
| 1 | +$81M | |
| 2 | +$24.3M | |
| 3 | +$23.3M | |
| 4 |
Mastercard
MA
|
+$23.3M |
| 5 |
Costco
COST
|
+$906K |
Top Sells
| 1 | +$223M | |
| 2 | +$125M | |
| 3 | +$51.2M | |
| 4 |
Microsoft
MSFT
|
+$49.4M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$43.6M |
Sector Composition
| 1 | Technology | 39.97% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 15.35% |
| 4 | Financials | 15.21% |
| 5 | Communication Services | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
51
Fiserv Inc
FISV
$32.8B
| $114K | ﹤0.01% |
1,695
-1,494,886
|
|
||
52
Autodesk
ADSK
$55B
| $108K | ﹤0.01% |
+364
|
|
||
53
Adobe
ADBE
$116B
| $100K | ﹤0.01% |
286
|
|
||
54
JPMorgan Chase
JPM
$782B
| $90.2K | ﹤0.01% |
280
|
|
||
55
Visa
V
$608B
| $87.7K | ﹤0.01% |
250
|
|
||
56
Linde
LIN
$224B
| $84K | ﹤0.01% |
197
|
|
||
57
Abbott
ABT
$196B
| $82.1K | ﹤0.01% |
655
|
|
||
58
Chubb
CB
$127B
| $33.7K | ﹤0.01% |
108
|
|
||
59
Wells Fargo
WFC
$243B
| $32.6K | ﹤0.01% |
350
|
|
||
60
Verizon
VZ
$213B
| $28.1K | ﹤0.01% |
690
|
|