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
$5.1B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$9.07M
3
+$8.7M
4
ACN icon
Accenture
ACN
+$8.24M
5
LH icon
Labcorp
LH
+$7.83M

Top Sells

1
+$16.7M
2
+$15.8M
3
+$9.16M
4
TSM icon
TSMC
TSM
+$395K
5
MDT icon
Medtronic
MDT
+$377K

Sector Composition

1 Technology 43.26%
2 Healthcare 25.54%
3 Consumer Discretionary 15.44%
4 Financials 12.18%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$137K ﹤0.01%
1,715
52
$117K ﹤0.01%
650
53
$115K ﹤0.01%
1,975
54
$107K ﹤0.01%
550
55
$100K ﹤0.01%
2,300
56
$79.4K ﹤0.01%
800
-3,245
57
$73.5K ﹤0.01%
530
58
$63K ﹤0.01%
1,500
59
$56.1K ﹤0.01%
280
-1,582
60
$37.4K ﹤0.01%
575
61
$28.9K ﹤0.01%
690
62
$28K ﹤0.01%
108
63
$26.1K ﹤0.01%
+161
64
$20.3K ﹤0.01%
350
65
$10.5K ﹤0.01%
60
66
– –
-1,743
67
– –
-5,017
68
– –
-1,017
69
– –
-3,221
70
– –
-783
71
– –
-710
72
– –
-250
73
– –
-1,940
74
– –
-1,190
75
– –
-921
1 2
3
4