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
$3.63B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$67.1M
3
+$38.3M
4
LH icon
Labcorp
LH
+$32.6M
5
MA icon
Mastercard
MA
+$32.1M

Top Sells

1
+$5.19M
2
+$564K
3
+$401K
4
V icon
Visa
V
+$217K
5
EL icon
Estee Lauder
EL
+$191K

Sector Composition

1 Technology 36.98%
2 Healthcare 26.34%
3 Consumer Discretionary 17.02%
4 Financials 12.02%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$171K ﹤0.01%
4,100
52
$158K ﹤0.01%
1,600
53
$146K ﹤0.01%
530
54
$144K ﹤0.01%
4,000
55
$139K ﹤0.01%
212
56
$136K ﹤0.01%
3,275
57
$112K ﹤0.01%
566
58
$110K ﹤0.01%
655
59
$101K ﹤0.01%
245
60
$99K ﹤0.01%
2,313
61
$70K ﹤0.01%
1,975
62
$63K ﹤0.01%
230
63
$63K ﹤0.01%
1,240
64
$57K ﹤0.01%
800
65
$50K ﹤0.01%
550
66
$47K ﹤0.01%
270
67
$43K ﹤0.01%
380
68
$27K ﹤0.01%
120
69
$21K ﹤0.01%
108
70
$21K ﹤0.01%
575
71
$14K ﹤0.01%
350
72
– –
-1,250
73
– –
-700
74
– –
-1,600
1 2
3