MIM
Meridiem Investment Management Portfolio holdings
AUM
$5.5B
This Quarter Return
+8.75%
1 Year Return
+10.78%
3 Year Return
+64.52%
5 Year Return
–
10 Year Return
–
AUM
$5.1B
AUM Growth
+$5.1B
(+9.9%)
Cap. Flow
+$90.5M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
58.78%
Holding
76
New
1
Increased
20
Reduced
15
Closed
11
Top Buys
| 1 |
UnitedHealth
UNH
|
$59.8M |
| 2 |
Fiserv
FI
|
$9.07M |
| 3 |
Automatic Data Processing
ADP
|
$8.7M |
| 4 |
Accenture
ACN
|
$8.24M |
| 5 |
Labcorp
LH
|
$7.83M |
Top Sells
| 1 |
Amphenol
APH
|
$16.7M |
| 2 |
Adobe
ADBE
|
$15.8M |
| 3 |
Intuitive Surgical
ISRG
|
$9.16M |
| 4 |
TSMC
TSM
|
$395K |
| 5 |
Medtronic
MDT
|
$377K |
Sector Composition
| 1 | Technology | 43.26% |
| 2 | Healthcare | 25.54% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Financials | 12.18% |
| 5 | Communication Services | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$72.5B
| – | – |
-710
| Closed | -$112K |
|