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
$5.62B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$129M
3
+$4.06M
4
AMZN icon
Amazon
AMZN
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.45M

Top Sells

1
+$121M
2
+$45.8M
3
+$38.6M
4
TSCO icon
Tractor Supply
TSCO
+$8.67M
5
FI icon
Fiserv
FI
+$7.27M

Sector Composition

1 Technology 43.53%
2 Healthcare 26.07%
3 Consumer Discretionary 12.49%
4 Financials 11.99%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$179K ﹤0.01%
1,570
52
$172K ﹤0.01%
2,387
53
$160K ﹤0.01%
+335
54
$155K ﹤0.01%
+2,162
55
$152K ﹤0.01%
1,250
-850
56
$136K ﹤0.01%
325
57
$129K ﹤0.01%
1,600
58
$115K ﹤0.01%
500
-50
59
$107K ﹤0.01%
650
60
$83.1K ﹤0.01%
800
61
$40.8K ﹤0.01%
800
62
$31.1K ﹤0.01%
108
63
$31K ﹤0.01%
690
64
$19.8K ﹤0.01%
350
65
$15.7K ﹤0.01%
60
66
– –
-1,715
67
– –
-530
68
– –
-575
69
– –
-120
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