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
$3.56B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$32.3M
3
+$15.5M
4
APH icon
Amphenol
APH
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.4M

Top Sells

1
+$18.7M
2
+$7.64M
3
+$5.52M
4
FNV icon
Franco-Nevada
FNV
+$4.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$953K

Sector Composition

1 Technology 40.73%
2 Healthcare 25.21%
3 Consumer Discretionary 15.48%
4 Financials 12.09%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$156K ﹤0.01%
1,600
52
$152K ﹤0.01%
2,050
53
$145K ﹤0.01%
3,275
54
$137K ﹤0.01%
245
55
$119K ﹤0.01%
485
-164
56
$90.3K ﹤0.01%
1,975
57
$81.2K ﹤0.01%
2,313
58
$69.6K ﹤0.01%
550
59
$67.5K ﹤0.01%
800
60
$49.5K ﹤0.01%
380
61
$49.1K ﹤0.01%
1,500
62
$30.8K ﹤0.01%
186
63
$28.4K ﹤0.01%
575
64
$26.8K ﹤0.01%
690
65
$21K ﹤0.01%
108
66
$13.1K ﹤0.01%
350
67
$12.4K ﹤0.01%
60
68
– –
-12,500
69
– –
-600
70
– –
-655
71
– –
-135
72
– –
-22,168
73
– –
-10,480
74
– –
-566
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