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
$3.73B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.43M
3
+$676K
4
UNH icon
UnitedHealth
UNH
+$649K
5
AMZN icon
Amazon
AMZN
+$239K

Top Sells

1
+$36.8M
2
+$28M
3
+$14.3M
4
MA icon
Mastercard
MA
+$9.47M
5
FI icon
Fiserv
FI
+$8.35M

Sector Composition

1 Technology 41.64%
2 Healthcare 23.27%
3 Consumer Discretionary 15.92%
4 Financials 12.36%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$229M 6.12%
1,201,581
-30,110
2
$219M 5.86%
552,050
-23,920
3
$210M 5.62%
416,311
+1,287
4
$207M 5.55%
409,518
+358
5
$205M 5.48%
648,130
-1,514
6
$200M 5.37%
652,040
-2,701
7
$196M 5.24%
426,350
-80,134
8
$187M 5%
4,446,364
+3,138
9
$183M 4.91%
1,623,119
-73,930
10
$181M 4.85%
4,457,990
-69,925
11
$175M 4.67%
597,056
+19,393
12
$173M 4.63%
860,672
-139,403
13
$172M 4.61%
336,507
+4,754
14
$156M 4.19%
873,240
-427
15
$129M 3.45%
534,915
+2,808
16
$123M 3.3%
241,246
-28,015
17
$121M 3.24%
952,585
+1,879
18
$120M 3.22%
658,791
-1,779
19
$103M 2.76%
338,112
-20,302
20
$91.5M 2.45%
693,796
-1,639
21
$89M 2.38%
1,345,587
+1,200
22
$84.2M 2.26%
643,799
+491
23
$81.6M 2.19%
853,111
+135
24
$74.5M 1.99%
557,763
-21,387
25
$12.3M 0.33%
35,126
-2,664
1
2 3