MIM

Meridiem Investment Management Portfolio holdings

AUM $5.5B
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$144M
3
+$94.4M
4
INTU icon
Intuit
INTU
+$51M
5
FNV icon
Franco-Nevada
FNV
+$50.8M

Top Sells

1
+$79.9M
2
+$15.9M
3
+$15.2M
4
ALGN icon
Align Technology
ALGN
+$9.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.79M

Sector Composition

1 Technology 37.83%
2 Healthcare 24.45%
3 Consumer Discretionary 13.24%
4 Financials 11.34%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.01%
3,275
52
$191K 0.01%
2,545
53
$162K 0.01%
530
-198
54
$153K 0.01%
1,975
55
$153K 0.01%
+4,000
56
$151K 0.01%
1,400
-366
57
$147K 0.01%
2,640
58
$144K 0.01%
+212
59
$142K 0.01%
1,600
-2,900
60
$133K 0.01%
2,600
-400
61
$130K 0.01%
+566
62
$125K 0.01%
1,685
63
$112K ﹤0.01%
330
64
$105K ﹤0.01%
+655
65
$103K ﹤0.01%
245
66
$96K ﹤0.01%
+2,275
67
$93K ﹤0.01%
7,000
-1,600
68
$90K ﹤0.01%
+2,313
69
$72K ﹤0.01%
1,240
70
$68K ﹤0.01%
987
71
$68K ﹤0.01%
+550
72
$27K ﹤0.01%
120
73
$13K ﹤0.01%
350
-3,810
74
$10K ﹤0.01%
114
75
$9K ﹤0.01%
+40
1 2
3
4 5