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
$4.64B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$58.7M
3
+$49.4M
4
FISV
Fiserv Inc
FISV
+$43.1M
5
UNH icon
UnitedHealth
UNH
+$41M

Top Sells

1
+$89M
2
+$67.7M
3
+$24.6M
4
ADBE icon
Adobe
ADBE
+$6.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$314K

Sector Composition

1 Technology 44.2%
2 Healthcare 25.15%
3 Consumer Discretionary 14.99%
4 Financials 12.02%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K ﹤0.01%
+1,017
52
$201K ﹤0.01%
3,275
53
$197K ﹤0.01%
4,000
54
$173K ﹤0.01%
1,570
55
$166K ﹤0.01%
1,975
56
$151K ﹤0.01%
1,600
57
$143K ﹤0.01%
3,275
58
$138K ﹤0.01%
245
59
$135K ﹤0.01%
1,715
60
$133K ﹤0.01%
+783
61
$132K ﹤0.01%
1,190
-556,573
62
$130K ﹤0.01%
+500
63
$113K ﹤0.01%
1,975
64
$112K ﹤0.01%
+710
65
$97.6K ﹤0.01%
250
66
$95.8K ﹤0.01%
+650
67
$92.8K ﹤0.01%
2,300
-800
68
$85K ﹤0.01%
550
69
$65.8K ﹤0.01%
+530
70
$60.2K ﹤0.01%
1,500
71
$39.3K ﹤0.01%
575
72
$26K ﹤0.01%
690
73
$24.4K ﹤0.01%
108
74
$17.2K ﹤0.01%
350
75
$14.9K ﹤0.01%
60
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3
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