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
$3.54B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$53.1M
3
+$41.6M
4
MA icon
Mastercard
MA
+$37.9M
5
INTU icon
Intuit
INTU
+$37.3M

Top Sells

1
+$204M
2
+$380K
3
+$330K
4
MCO icon
Moody's
MCO
+$324K
5
PYPL icon
PayPal
PYPL
+$206K

Sector Composition

1 Technology 38.19%
2 Healthcare 27.42%
3 Consumer Discretionary 15.55%
4 Financials 11.98%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.01%
1,975
52
$191K 0.01%
700
-1,210
53
$190K 0.01%
4,000
54
$188K 0.01%
3,275
55
$171K ﹤0.01%
1,250
56
$159K ﹤0.01%
530
57
$157K ﹤0.01%
212
58
$150K ﹤0.01%
1,600
59
$134K ﹤0.01%
566
60
$123K ﹤0.01%
245
61
$118K ﹤0.01%
655
62
$98K ﹤0.01%
2,313
63
$91K ﹤0.01%
1,975
64
$78K ﹤0.01%
230
-955
65
$63K ﹤0.01%
1,240
66
$62K ﹤0.01%
800
67
$61K ﹤0.01%
550
68
$53K ﹤0.01%
270
69
$52K ﹤0.01%
+380
70
$43K ﹤0.01%
120
71
$23K ﹤0.01%
+108
72
$17K ﹤0.01%
575
73
$17K ﹤0.01%
+350
74
– –
-805
75
– –
-40
1 2
3
4