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
$4.64B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$74.4M
2 +$58.7M
3 +$49.4M
4
FISV
Fiserv Inc
FISV
+$43.1M
5
UNH icon
UnitedHealth
UNH
+$41M

Top Sells

1 +$89M
2 +$67.7M
3 +$24.6M
4
ADBE icon
Adobe
ADBE
+$6.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$314K

Sector Composition

1 Technology 44.2%
2 Healthcare 25.15%
3 Consumer Discretionary 14.99%
4 Financials 12.02%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,345,587
77
-3,400