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

Top Buys

1
+$158M
2
+$144M
3
+$94.4M
4
INTU icon
Intuit
INTU
+$51M
5
FNV icon
Franco-Nevada
FNV
+$50.8M

Top Sells

1
+$79.9M
2
+$15.9M
3
+$15.2M
4
ALGN icon
Align Technology
ALGN
+$9.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.79M

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
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108
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110
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111
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5