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
$3.63B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$67.1M
3
+$38.3M
4
LH icon
Labcorp
LH
+$32.6M
5
MA icon
Mastercard
MA
+$32.1M

Top Sells

1
+$5.19M
2
+$564K
3
+$401K
4
V icon
Visa
V
+$217K
5
EL icon
Estee Lauder
EL
+$191K

Sector Composition

1 Technology 36.98%
2 Healthcare 26.34%
3 Consumer Discretionary 17.02%
4 Financials 12.02%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$302M 8.31%
586,803
+19,245
2
$263M 7.24%
483,593
+55,992
3
$222M 6.1%
1,101,079
+162,109
4
$216M 5.96%
686,053
+101,866
5
$205M 5.63%
796,962
+106,313
6
$204M 5.62%
1,315,207
+182,197
7
$199M 5.49%
5,144,435
+765,090
8
$197M 5.42%
709,939
+111,437
9
$182M 5%
2,043,177
+274,800
10
$151M 4.17%
1,849,430
+245,310
11
$138M 3.81%
969,616
+132,114
12
$137M 3.76%
450,112
+64,515
13
$130M 3.58%
619,491
-24,688
14
$128M 3.51%
330,902
+99,470
15
$120M 3.31%
3,739,318
+548,962
16
$113M 3.11%
697,964
+103,460
17
$104M 2.87%
1,273,729
+163,929
18
$90.9M 2.5%
452,539
+146,354
19
$84.3M 2.32%
793,381
+131,461
20
$79.7M 2.19%
605,887
+4,215
21
$78.5M 2.16%
331,392
+54,780
22
$69M 1.9%
674,858
+665,609
23
$67.9M 1.87%
622,720
+125,160
24
$67.1M 1.84%
+318,415
25
$57.7M 1.59%
527,160
+18,200
1
2 3