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
$5.1B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$61.4M
2 +$8.67M
3 +$8.51M
4
FISV
Fiserv Inc
FISV
+$8.27M
5
LH icon
Labcorp
LH
+$7.9M

Top Sells

1 +$18M
2 +$15.2M
3 +$8.67M
4
MDT icon
Medtronic
MDT
+$377K
5
CME icon
CME Group
CME
+$367K

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 Change
in Stake
Capital Flow
76
-1,190