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
$2.76B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$13.1M
3 +$11.7M
4
HAS icon
Hasbro
HAS
+$10.4M
5
MMC icon
Marsh & McLennan
MMC
+$8.12M

Top Sells

1 +$50.2M
2 +$5M
3 +$3.06M
4
ILMN icon
Illumina
ILMN
+$536K
5
AAPL icon
Apple
AAPL
+$452K

Sector Composition

1 Technology 36.85%
2 Healthcare 24.8%
3 Consumer Discretionary 13.14%
4 Financials 11.45%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-330
77
-114
78
-1,434