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
$5.32B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$44.8M
3
+$19.1M
4
MA icon
Mastercard
MA
+$17.9M
5
ACN icon
Accenture
ACN
+$14.5M

Top Sells

1
+$29.5M
2
+$9.18M
3
+$8.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.09M
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 43.52%
2 Healthcare 25.58%
3 Consumer Discretionary 14.93%
4 Financials 11.81%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K ﹤0.01%
800
52
$60.1K ﹤0.01%
530
53
$56.6K ﹤0.01%
280
54
$36.4K ﹤0.01%
800
-1,500
55
$31.5K ﹤0.01%
120
-400
56
$28.5K ﹤0.01%
690
57
$27.5K ﹤0.01%
108
58
$20.8K ﹤0.01%
350
59
$19.5K ﹤0.01%
575
60
$11.9K ﹤0.01%
60
61
– –
-800
62
– –
-1,500
63
– –
-6,000
64
– –
-3,000
65
– –
-161
66
– –
-1,600
1 2
3