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
$2.49B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$134M
3
+$91M
4
INTU icon
Intuit
INTU
+$51.2M
5
FNV icon
Franco-Nevada
FNV
+$48.8M

Top Sells

1
+$77M
2
+$14.8M
3
+$13.9M
4
ALGN icon
Align Technology
ALGN
+$9.45M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Technology 37.83%
2 Healthcare 24.45%
3 Consumer Discretionary 13.24%
4 Financials 11.34%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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103
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105
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106
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107
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108
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109
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110
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111
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-2,300
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5