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
$3.73B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.43M
3
+$676K
4
UNH icon
UnitedHealth
UNH
+$649K
5
AMZN icon
Amazon
AMZN
+$239K

Top Sells

1
+$36.8M
2
+$28M
3
+$14.3M
4
MA icon
Mastercard
MA
+$9.47M
5
FI icon
Fiserv
FI
+$8.35M

Sector Composition

1 Technology 41.64%
2 Healthcare 23.27%
3 Consumer Discretionary 15.92%
4 Financials 12.36%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K ﹤0.01%
1,715
52
$109K ﹤0.01%
1,975
53
$79.1K ﹤0.01%
250
-300
54
$71.1K ﹤0.01%
550
55
$64.3K ﹤0.01%
800
56
$55.1K ﹤0.01%
380
57
$50K ﹤0.01%
1,500
58
$29.8K ﹤0.01%
575
59
$22.5K ﹤0.01%
108
60
$22.4K ﹤0.01%
690
61
$15K ﹤0.01%
60
62
$14.3K ﹤0.01%
350
63
– –
-186
64
– –
-485
65
– –
-180
66
– –
-2,313
1 2
3