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

Top Buys

1
+$28.8M
2
+$14.2M
3
+$11M
4
HAS icon
Hasbro
HAS
+$10.5M
5
MRSH
Marsh
MRSH
+$7.74M

Top Sells

1
+$48.9M
2
+$4.76M
3
+$3.08M
4
ILMN icon
Illumina
ILMN
+$536K
5
AAPL icon
Apple
AAPL
+$428K

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
– –
-1,434
77
– –
-1,685
78
– –
-1,500
1 2 3
4