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

Top Buys

1
+$54.1M
2
+$42.3M
3
+$22M
4
MA icon
Mastercard
MA
+$18.5M
5
ACN icon
Accenture
ACN
+$14.6M

Top Sells

1
+$27.7M
2
+$9.52M
3
+$8.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.1M
5
AAPL icon
Apple
AAPL
+$336K

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
– –
-1,500
62
– –
-9,000
63
– –
-3,000
64
– –
-161
65
– –
-1,600
66
– –
-800
1 2
3