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
$2.95B
AUM Growth
-$682M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$832K
3
+$345K
4
NEE icon
NextEra Energy
NEE
+$288K
5
FNV icon
Franco-Nevada
FNV
+$287K

Top Sells

1
+$99.9M
2
+$55.8M
3
+$47.3M
4
FISV
Fiserv Inc
FISV
+$41.8M
5
HAS icon
Hasbro
HAS
+$37.6M

Sector Composition

1 Technology 38.13%
2 Healthcare 25.5%
3 Consumer Discretionary 16.65%
4 Financials 12.01%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K ﹤0.01%
575
77
$23K ﹤0.01%
135
-135
78
$20K ﹤0.01%
108
79
$14K ﹤0.01%
350
80
– –
-655
81
– –
-230
1 2 3
4