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
$3.23B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.3M
3
+$10.7M
4
ALGN icon
Align Technology
ALGN
+$7.47M
5
BR icon
Broadridge
BR
+$6.57M

Top Sells

1
+$50.4M
2
+$13.8M
3
+$3.38M
4
TSCO icon
Tractor Supply
TSCO
+$583K
5
Y
Alleghany Corp
Y
+$350K

Sector Composition

1 Technology 38.22%
2 Healthcare 26.16%
3 Consumer Discretionary 16.65%
4 Financials 13.24%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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4