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
$3.32B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$72.6M
2 +$10.5M
3 +$9.33M
4
CERN
Cerner Corp
CERN
+$4.09M
5
MA icon
Mastercard
MA
+$3.27M

Top Sells

1 +$41.6M
2 +$33M
3 +$28.4M
4
ACN icon
Accenture
ACN
+$27.2M
5
APH icon
Amphenol
APH
+$18M

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
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1,975
56
$162K ﹤0.01%
2,640
57
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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
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2,313
64
$77K ﹤0.01%
550
65
$70K ﹤0.01%
800
66
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1,240
67
$56K ﹤0.01%
270
68
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350
70
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71
$8K ﹤0.01%
40
72
$8K ﹤0.01%
130
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0
74
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75
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