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
1
$194M 7.79%
520,199
+11,670
2
$177M 7.11%
750,134
+8,314
3
$175M 7.05%
799,733
-69,499
4
$161M 6.49%
353,438
+16,634
5
$158M 6.35%
+1,334,550
6
$150M 6.02%
420,130
+28,178
7
$144M 5.77%
+519,656
8
$134M 5.37%
1,857,361
+48,701
9
$126M 5.07%
3,556,910
+172,480
10
$122M 4.92%
1,027,030
+135,430
11
$113M 4.54%
1,173,178
+148,296
12
$101M 4.05%
826,310
+33,374
13
$95M 3.82%
2,877,906
+141,566
14
$94.4M 3.8%
+616,087
15
$93.6M 3.76%
496,668
+18,452
16
$83.5M 3.36%
453,901
-86,502
17
$75.6M 3.04%
139,467
-17,103
18
$65.1M 2.62%
629,200
-9,480
19
$64.1M 2.58%
621,720
-17,340
20
$53.5M 2.15%
139,768
+133,041
21
$50.8M 2.04%
+405,618
22
$25M 1.01%
97,825
-4,760
23
$6.53M 0.26%
62,037
-759,754
24
$3.73M 0.15%
24,120
+120
25
$2.29M 0.09%
18,705
-3,419
1
2 3 4 5