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
$3.54B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$53.1M
3
+$41.6M
4
MA icon
Mastercard
MA
+$37.9M
5
INTU icon
Intuit
INTU
+$37.3M

Top Sells

1
+$204M
2
+$380K
3
+$330K
4
MCO icon
Moody's
MCO
+$324K
5
PYPL icon
PayPal
PYPL
+$206K

Sector Composition

1 Technology 38.19%
2 Healthcare 27.42%
3 Consumer Discretionary 15.55%
4 Financials 11.98%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$290M 8.19%
567,558
+49,681
2
$253M 7.15%
427,601
+70,384
3
$213M 6.02%
690,649
+108,079
4
$213M 6.01%
938,970
+151,999
5
$209M 5.91%
584,187
+106,020
6
$204M 5.78%
4,379,345
+740,030
7
$202M 5.71%
598,502
+110,313
8
$193M 5.46%
1,133,010
+210,941
9
$179M 5.07%
1,768,377
+296,107
10
$147M 4.15%
644,179
+114,746
11
$131M 3.72%
1,604,120
+283,391
12
$130M 3.69%
837,502
+154,931
13
$129M 3.64%
385,597
+68,361
14
$121M 3.41%
276,612
+121,727
15
$120M 3.4%
3,190,356
+529,288
16
$116M 3.27%
1,109,800
+166,280
17
$111M 3.15%
231,432
+77,605
18
$108M 3.05%
661,920
+201,180
19
$103M 2.93%
594,504
+109,552
20
$96M 2.71%
601,672
+110,835
21
$92.4M 2.61%
+306,185
22
$71.1M 2.01%
508,960
+96,520
23
$69.2M 1.96%
497,560
+49,740
24
$16.7M 0.47%
47,371
+15,726
25
$2.93M 0.08%
16,789
+1,384
1
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