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
$5.62B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$129M
3
+$4.06M
4
AMZN icon
Amazon
AMZN
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.45M

Top Sells

1
+$121M
2
+$45.8M
3
+$38.6M
4
TSCO icon
Tractor Supply
TSCO
+$8.67M
5
FI icon
Fiserv
FI
+$7.27M

Sector Composition

1 Technology 43.53%
2 Healthcare 26.07%
3 Consumer Discretionary 12.49%
4 Financials 11.99%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$417M 7.42%
714,020
-10,275
2
$371M 6.59%
2,062,543
-40,450
3
$341M 6.07%
552,301
-5,832
4
$341M 6.06%
690,451
-6,155
5
$332M 5.9%
771,312
+533
6
$320M 5.7%
1,436,005
-24,620
7
$315M 5.6%
641,307
-78,608
8
$299M 5.31%
5,129,885
-149,045
9
$291M 5.18%
469,022
-2,317
10
$291M 5.18%
823,440
-12,483
11
$272M 4.84%
1,217,560
-7,850
12
$250M 4.44%
492,852
+8,018
13
$244M 4.34%
3,743,307
-703,332
14
$232M 4.12%
1,078,269
-30,453
15
$227M 4.04%
1,219,572
+14,520
16
$195M 3.46%
703,207
-3,543
17
$175M 3.12%
794,092
+5,756
18
$131M 2.32%
+760,574
19
$129M 2.3%
+477,019
20
$119M 2.11%
467,260
-5,622
21
$113M 2%
678,543
+14,789
22
$109M 1.93%
209,972
+1,469
23
$84.2M 1.5%
503,883
-18,263
24
$10.2M 0.18%
22,137
-6,693
25
$3.21M 0.06%
13,774
-713
1
2 3