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
$5.22B
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$88.6M
3 +$38.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$37.6M
5
MRSH
Marsh
MRSH
+$21.8M

Top Sells

1 +$192M
2 +$123M
3 +$88.1M
4
SNPS icon
Synopsys
SNPS
+$47.4M
5
FISV
Fiserv Inc
FISV
+$46.3M

Sector Composition

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
$205B
$30.3K ﹤0.01%
690
WFC icon
52
Wells Fargo
WFC
$271B
$29.3K ﹤0.01%
350