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

Top Buys

1
+$14.9M
2
+$13.1M
3
+$10.8M
4
ALGN icon
Align Technology
ALGN
+$7.87M
5
ACN icon
Accenture
ACN
+$6.25M

Top Sells

1
+$50.4M
2
+$13.8M
3
+$3.48M
4
TSCO icon
Tractor Supply
TSCO
+$617K
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