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

Top Buys

1 +$81.6M
2 +$63.5M
3 +$49.9M
4
FI icon
Fiserv
FI
+$46.7M
5
MA icon
Mastercard
MA
+$41.3M

Top Sells

1 +$89M
2 +$61.7M
3 +$25.6M
4
ADBE icon
Adobe
ADBE
+$6.65M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$319K

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