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

Top Buys

1 +$59.8M
2 +$9.07M
3 +$8.7M
4
ACN icon
Accenture
ACN
+$8.24M
5
LH icon
Labcorp
LH
+$7.83M

Top Sells

1 +$16.7M
2 +$15.8M
3 +$9.16M
4
TSM icon
TSMC
TSM
+$395K
5
MDT icon
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 Change
in Stake
Capital Flow
76
-4,571