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
$3.88B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$31.1M
3
+$23.6M
4
HAS icon
Hasbro
HAS
+$3.52M
5
ADP icon
Automatic Data Processing
ADP
+$2.05M

Top Sells

1
+$29.9M
2
+$6.96M
3
+$3.54M
4
FNV icon
Franco-Nevada
FNV
+$1.49M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.44M

Sector Composition

1 Technology 41.1%
2 Healthcare 24.35%
3 Consumer Discretionary 15.97%
4 Financials 12.18%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K ﹤0.01%
1,715
-335
52
$115K ﹤0.01%
245
53
$98.2K ﹤0.01%
1,975
54
$95.2K ﹤0.01%
485
55
$76.8K ﹤0.01%
2,313
56
$75.3K ﹤0.01%
550
57
$71.2K ﹤0.01%
800
58
$55.3K ﹤0.01%
380
59
$48.9K ﹤0.01%
1,500
60
$42.7K ﹤0.01%
180
-1,425
61
$34.7K ﹤0.01%
186
62
$34.5K ﹤0.01%
575
63
$25.7K ﹤0.01%
690
64
$20.8K ﹤0.01%
108
65
$15.7K ﹤0.01%
60
66
$14.9K ﹤0.01%
350
67
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