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MIM

Meridiem Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 1.64%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
1 Year Est. Return
-1.64%
3 Year Est. Return
+34.98%
5 Year Est. Return
+53.7%
10 Year Est. Return
–
AUM
$5.22B
AUM Growth
-$279M
Cap. Flow
-$242M
Cap. Flow %
-4.63%
Top 10 Hldgs %
60.52%
Holding
52
New
1
Increased
5
Reduced
22
Closed
–

Top Buys

Rank Stock Value
1
VRSK icon
Verisk Analytics
VRSK
+$120M
2
AMZN icon
Amazon
AMZN
+$88.6M
3
INTU icon
Intuit
INTU
+$38.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$37.6M
5
MRSH
Marsh
MRSH
+$21.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$192M
2
ALGN icon
Align Technology
ALGN
+$123M
3
TMO icon
Thermo Fisher Scientific
TMO
+$88.1M
4
SNPS icon
Synopsys
SNPS
+$47.4M
5
FISV
Fiserv Inc
FISV
+$46.3M

Sector Composition

Rank Sector Weight
1 Technology 45.62%
2 Healthcare 15.53%
3 Consumer Discretionary 14.45%
4 Financials 13.36%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$196B
$30.3K ﹤0.01%
690
– –
WFC icon
52
Wells Fargo
WFC
$265B
$29.3K ﹤0.01%
350
– –
1 2
3

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SCM
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BCP
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AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Meridiem Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meridiem Investment Management held 52 positions worth $5.22B, down 5.1% from $5.5B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Meridiem Investment Management withdrew a net $242M in Q3 2025, reducing 22 holdings. Its largest reduction was UnitedHealth, cutting an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Meridiem Investment Management opened a new position in Verisk Analytics worth $110M.

  • Meridiem Investment Management's largest Q3 2025 buy was Verisk Analytics: 437,518 shares worth $110M.
  • Meridiem Investment Management added most to Amazon in Q3 2025, an estimated $88.6M increase.
  • Meridiem Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $192M.
  • Meridiem Investment Management's ten largest holdings make up 61% of its $5.22B portfolio in Q3 2025.
  • Meridiem Investment Management opened 1 new position and closed 0 in Q3 2025.
  • Meridiem Investment Management's portfolio value fell 5.1% quarter-over-quarter to $5.22B.

Based on Meridiem Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.