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
$2.95B
AUM Growth
-$682M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$832K
3
+$345K
4
NEE icon
NextEra Energy
NEE
+$288K
5
FNV icon
Franco-Nevada
FNV
+$287K

Top Sells

1
+$99.9M
2
+$55.8M
3
+$47.3M
4
FISV
Fiserv Inc
FISV
+$41.8M
5
HAS icon
Hasbro
HAS
+$37.6M

Sector Composition

1 Technology 38.13%
2 Healthcare 25.5%
3 Consumer Discretionary 16.65%
4 Financials 12.01%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147K 0.01%
530
52
$133K ﹤0.01%
1,600
53
$130K ﹤0.01%
4,000
54
$129K ﹤0.01%
896
-1,487
55
$121K ﹤0.01%
3,275
56
$121K ﹤0.01%
212
57
$114K ﹤0.01%
566
58
$113K ﹤0.01%
830
-1,193
59
$103K ﹤0.01%
245
60
$88K ﹤0.01%
+2,100
61
$82K ﹤0.01%
2,313
62
$80K ﹤0.01%
+1,000
63
$79K ﹤0.01%
+2,700
64
$72K ﹤0.01%
+500
65
$70K ﹤0.01%
1,975
66
$57K ﹤0.01%
+600
67
$52K ﹤0.01%
+226
68
$51K ﹤0.01%
800
69
$47K ﹤0.01%
1,240
70
$46K ﹤0.01%
+1,204
71
$45K ﹤0.01%
550
72
$44K ﹤0.01%
+150
73
$40K ﹤0.01%
380
74
$36K ﹤0.01%
+440
75
$32K ﹤0.01%
120
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3
4