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
$3.23B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.1M
3
+$10.8M
4
ALGN icon
Align Technology
ALGN
+$7.87M
5
ACN icon
Accenture
ACN
+$6.25M

Top Sells

1
+$50.4M
2
+$13.8M
3
+$3.48M
4
TSCO icon
Tractor Supply
TSCO
+$617K
5
Y
Alleghany Corp
Y
+$350K

Sector Composition

1 Technology 38.22%
2 Healthcare 26.16%
3 Consumer Discretionary 16.65%
4 Financials 13.24%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$241M 7.48%
454,753
-25,967
2
$223M 6.92%
404,985
+5,836
3
$208M 6.45%
598,376
+11,003
4
$204M 6.31%
4,525,895
-13,720
5
$202M 6.25%
1,217,733
+65,357
6
$200M 6.19%
987,102
+18,311
7
$175M 5.43%
729,689
+13,960
8
$172M 5.32%
643,588
+23,441
9
$169M 5.24%
1,671,583
+39,034
10
$140M 4.34%
438,714
+12,215
11
$130M 4.02%
333,352
+33,645
12
$127M 3.94%
3,339,202
+53,238
13
$119M 3.7%
500,285
+5,888
14
$115M 3.58%
637,897
+15,400
15
$112M 3.48%
835,640
+46,258
16
$109M 3.39%
412,395
+10,977
17
$85M 2.63%
1,392,767
+19,957
18
$84.9M 2.63%
621,870
+13,703
19
$84.8M 2.63%
251,873
+44,147
20
$72.8M 2.26%
622,339
+16,316
21
$69.4M 2.15%
329,002
+37,298
22
$58.8M 1.82%
699,618
+17,711
23
$48.8M 1.51%
550,201
+15,589
24
$45.7M 1.42%
518,304
+13,980
25
$13.3M 0.41%
43,041
+335
1
2 3 4