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
$3.54B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$59.2M
3
+$40.4M
4
INTU icon
Intuit
INTU
+$39.7M
5
MA icon
Mastercard
MA
+$38.1M

Top Sells

1
+$204M
2
+$380K
3
+$364K
4
MCO icon
Moody's
MCO
+$321K
5
PYPL icon
PayPal
PYPL
+$237K

Sector Composition

1 Technology 38.19%
2 Healthcare 27.42%
3 Consumer Discretionary 15.55%
4 Financials 11.98%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-350
77
– –
-2,193,730
78
– –
-40
1 2 3
4