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
$5.59B
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$62M
3
+$41.4M
4
SNPS icon
Synopsys
SNPS
+$31.2M
5
ADBE icon
Adobe
ADBE
+$1.26M

Top Sells

1
+$78.7M
2
+$44.1M
3
+$38.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$36.6M
5
APH icon
Amphenol
APH
+$34.8M

Sector Composition

1 Technology 45.03%
2 Healthcare 24.12%
3 Consumer Discretionary 12.29%
4 Financials 12.1%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$386M 6.9%
1,876,079
-186,464
2
$360M 6.45%
683,696
-6,755
3
$329M 5.88%
631,856
+79,555
4
$320M 5.72%
758,556
-12,756
5
$306M 5.47%
1,439,443
+3,438
6
$298M 5.33%
571,119
-70,188
7
$285M 5.1%
810,118
-13,322
8
$283M 5.06%
558,524
-155,496
9
$278M 4.97%
1,211,314
-6,246
10
$272M 4.86%
5,118,785
-11,100
11
$270M 4.84%
557,174
+64,322
12
$266M 4.75%
1,210,611
-8,961
13
$251M 4.49%
398,924
-70,098
14
$242M 4.33%
1,069,196
-9,073
15
$236M 4.22%
783,906
+306,887
16
$225M 4.03%
3,242,475
-500,832
17
$202M 3.61%
689,715
-13,492
18
$159M 2.85%
764,732
+297,472
19
$148M 2.66%
793,326
-766
20
$137M 2.45%
759,787
-787
21
$127M 2.27%
668,875
-9,668
22
$94.6M 1.69%
212,801
+2,829
23
$93.3M 1.67%
489,909
-13,974
24
$8.91M 0.16%
19,651
-2,486
25
$3.47M 0.06%
13,865
+91
1
2 3