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
$3.32B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$10.5M
3 +$9.12M
4
CERN
Cerner Corp
CERN
+$3.35M
5
MA icon
Mastercard
MA
+$3.15M

Top Sells

1 +$40.1M
2 +$33M
3 +$28.2M
4
ACN icon
Accenture
ACN
+$23.9M
5
APH icon
Amphenol
APH
+$16.7M

Sector Composition

1 Technology 37.89%
2 Healthcare 24.55%
3 Consumer Discretionary 14.88%
4 Financials 10.48%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-62