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

Top Buys

1 +$56.7M
2 +$717K
3 +$304K
4
FNV icon
Franco-Nevada
FNV
+$272K
5
NEE icon
NextEra Energy
NEE
+$267K

Top Sells

1 +$83M
2 +$53.7M
3 +$42.9M
4
FI icon
Fiserv
FI
+$38.4M
5
HAS icon
Hasbro
HAS
+$32.1M

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