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
$2.96B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$33.2M
3
+$14.4M
4
MA icon
Mastercard
MA
+$10.7M
5
UNH icon
UnitedHealth
UNH
+$4.67M

Top Sells

1
+$15.6M
2
+$3.4M
3
+$1.06M
4
LH icon
Labcorp
LH
+$796K
5
HON icon
Honeywell
HON
+$137K

Sector Composition

1 Technology 38.78%
2 Healthcare 24.41%
3 Consumer Discretionary 12.71%
4 Financials 11.08%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.01%
1,250
52
$174K 0.01%
530
53
$170K 0.01%
1,975
54
$167K 0.01%
212
55
$155K 0.01%
2,640
56
$152K 0.01%
1,600
57
$151K 0.01%
1,400
58
$150K 0.01%
4,000
59
$149K 0.01%
245
60
$132K ﹤0.01%
566
61
$124K ﹤0.01%
6,000
62
$118K ﹤0.01%
2,600
63
$108K ﹤0.01%
655
64
$102K ﹤0.01%
1,975
65
$82K ﹤0.01%
2,313
66
$74K ﹤0.01%
550
67
$67K ﹤0.01%
1,240
68
$66K ﹤0.01%
800
69
$57K ﹤0.01%
270
-650
70
$31K ﹤0.01%
120
71
$15K ﹤0.01%
350
72
$8K ﹤0.01%
40
73
$7K ﹤0.01%
130
74
$2K ﹤0.01%
41
75
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