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
$5.5B
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$28.6M
3
+$4.24M
4
ALGN icon
Align Technology
ALGN
+$4.08M
5
ADP icon
Automatic Data Processing
ADP
+$3.58M

Top Sells

1
+$84.1M
2
+$48.1M
3
+$40.9M
4
APH icon
Amphenol
APH
+$39.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Sector Composition

1 Technology 46.94%
2 Healthcare 21.63%
3 Financials 12.75%
4 Consumer Discretionary 12.06%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K ﹤0.01%
350
52
– –
-1,600
53
– –
-2,800
54
– –
-175
55
– –
-800
56
– –
-1,600
57
– –
-2,800
1 2
3