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
$3.56B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$32.3M
3
+$15.5M
4
APH icon
Amphenol
APH
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.4M

Top Sells

1
+$18.7M
2
+$7.64M
3
+$5.52M
4
FNV icon
Franco-Nevada
FNV
+$4.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$953K

Sector Composition

1 Technology 40.73%
2 Healthcare 25.21%
3 Consumer Discretionary 15.48%
4 Financials 12.09%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$235M 6.6%
407,612
+2,627
2
$213M 5.98%
737,415
+7,726
3
$212M 5.97%
4,517,175
-8,720
4
$210M 5.9%
577,339
-21,037
5
$205M 5.77%
1,232,804
+15,071
6
$202M 5.67%
522,465
+83,751
7
$196M 5.52%
996,732
+9,630
8
$196M 5.51%
415,180
-39,573
9
$192M 5.41%
1,702,866
+31,283
10
$187M 5.25%
653,996
+10,408
11
$152M 4.26%
3,710,096
+370,894
12
$151M 4.25%
339,482
+6,130
13
$149M 4.18%
581,862
+169,467
14
$128M 3.59%
871,487
+35,847
15
$120M 3.36%
357,944
+28,942
16
$116M 3.27%
650,685
+12,788
17
$116M 3.27%
522,785
+22,500
18
$104M 2.93%
270,188
+18,315
19
$86M 2.42%
589,599
-32,271
20
$78.4M 2.2%
639,308
+16,969
21
$73.1M 2.05%
707,613
+7,995
22
$72.7M 2.04%
699,597
+149,396
23
$69.2M 1.95%
1,290,021
-102,746
24
$67.1M 1.89%
647,194
+128,890
25
$12.3M 0.35%
39,951
-3,090
1
2 3