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
$5.59B
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$62M
3
+$41.4M
4
SNPS icon
Synopsys
SNPS
+$31.2M
5
ADBE icon
Adobe
ADBE
+$1.26M

Top Sells

1
+$78.7M
2
+$44.1M
3
+$38.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$36.6M
5
APH icon
Amphenol
APH
+$34.8M

Sector Composition

1 Technology 45.03%
2 Healthcare 24.12%
3 Consumer Discretionary 12.29%
4 Financials 12.1%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$109K ﹤0.01%
1,600
52
$107K ﹤0.01%
+275
53
$104K ﹤0.01%
+330
54
$78.5K ﹤0.01%
650
55
$74.1K ﹤0.01%
800
56
$67.1K ﹤0.01%
280
-1,080
57
$29.8K ﹤0.01%
108
58
$27.6K ﹤0.01%
690
59
$24.6K ﹤0.01%
350
60
– –
-885
61
– –
-800
62
– –
-2,500
63
– –
-2,810
64
– –
-1,900
65
– –
-2,300
66
– –
-500
67
– –
-60
68
– –
-2,387
1 2
3