MIM

Meridiem Investment Management Portfolio holdings

AUM $5.22B
1-Year Est. Return 6.32%
This Quarter Est. Return
1 Year Est. Return
+6.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.1M
3
+$10.8M
4
ALGN icon
Align Technology
ALGN
+$7.87M
5
ACN icon
Accenture
ACN
+$6.25M

Top Sells

1
+$50.4M
2
+$13.8M
3
+$3.48M
4
TSCO icon
Tractor Supply
TSCO
+$617K
5
Y
Alleghany Corp
Y
+$350K

Sector Composition

1 Technology 38.22%
2 Healthcare 26.16%
3 Consumer Discretionary 16.65%
4 Financials 13.24%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$162K 0.01%
1,600
52
$161K 0.01%
+649
53
$156K ﹤0.01%
4,000
54
$153K ﹤0.01%
+10,480
55
$138K ﹤0.01%
566
56
$136K ﹤0.01%
3,275
57
$114K ﹤0.01%
245
58
$111K ﹤0.01%
+655
59
$92.7K ﹤0.01%
770
-60
60
$92.5K ﹤0.01%
2,313
61
$81.5K ﹤0.01%
1,975
62
$62.7K ﹤0.01%
800
63
$56.8K ﹤0.01%
550
64
$52.1K ﹤0.01%
600
65
$51K ﹤0.01%
380
66
$43K ﹤0.01%
+1,500
67
$32.8K ﹤0.01%
575
68
$28.9K ﹤0.01%
135
69
$27.2K ﹤0.01%
690
-550
70
$27.1K ﹤0.01%
186
-710
71
$23.8K ﹤0.01%
108
72
$14.5K ﹤0.01%
350
73
$7.39K ﹤0.01%
60
-60
74
– –
-1,000
75
– –
-2,100
1 2
3
4