MIM

Meridiem Investment Management Portfolio holdings

AUM $4.74B
1-Year Est. Return 8.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$10.5M
3
+$9.12M
4
CERN
Cerner Corp
CERN
+$3.35M
5
MA icon
Mastercard
MA
+$3.15M

Top Sells

1
+$40.1M
2
+$33M
3
+$28.2M
4
ACN icon
Accenture
ACN
+$23.9M
5
APH icon
Amphenol
APH
+$16.7M

Sector Composition

1 Technology 37.89%
2 Healthcare 24.55%
3 Consumer Discretionary 14.88%
4 Financials 10.48%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.01%
1,250
52
$190K 0.01%
1,400
53
$179K 0.01%
212
54
$172K 0.01%
4,000
55
$170K 0.01%
1,975
56
$162K ﹤0.01%
2,640
57
$152K ﹤0.01%
1,600
58
$150K ﹤0.01%
245
59
$134K ﹤0.01%
566
60
$123K ﹤0.01%
2,600
61
$112K ﹤0.01%
655
62
$107K ﹤0.01%
1,975
63
$87K ﹤0.01%
2,313
64
$77K ﹤0.01%
550
65
$70K ﹤0.01%
800
66
$64K ﹤0.01%
1,240
67
$56K ﹤0.01%
270
68
$42K ﹤0.01%
120
69
$21K ﹤0.01%
350
70
$20K ﹤0.01%
+575
71
$8K ﹤0.01%
40
72
$8K ﹤0.01%
130
73
– –
-6,000
74
– –
0
75
– –
-2,265
1 2
3
4