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
$2.49B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$165M
2 +$134M
3 +$91M
4
INTU icon
Intuit
INTU
+$51.2M
5
FNV icon
Franco-Nevada
FNV
+$48.8M

Top Sells

1 +$77M
2 +$14.8M
3 +$13.9M
4
ALGN icon
Align Technology
ALGN
+$9.45M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Technology 37.83%
2 Healthcare 24.45%
3 Consumer Discretionary 13.24%
4 Financials 11.34%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7K ﹤0.01%
130
-1,750
77
-285
78
-211
79
-1,728
80
-36
81
-1,584
82
-605
83
-1,370
84
-2,393
85
-137
86
-287
87
-207
88
-413
89
-1,425
90
-90
91
-251
92
-482
93
-73
94
-550
95
-340
96
-1,300
97
-379
98
-500
99
-1,160
100
-2,000