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

Top Buys

1 +$92.4M
2 +$53.1M
3 +$41.6M
4
MA icon
Mastercard
MA
+$37.9M
5
INTU icon
Intuit
INTU
+$37.3M

Top Sells

1 +$204M
2 +$380K
3 +$330K
4
MCO icon
Moody's
MCO
+$324K
5
PYPL icon
PayPal
PYPL
+$206K

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
-130
77
-350
78
-2,193,730