MIM

Meridiem Investment Management Portfolio holdings

AUM $5.22B
1-Year Est. Return 6.32%
This Quarter Est. Return
1 Year Est. Return
+6.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.47B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.5M
3
+$14.6M
4
BR icon
Broadridge
BR
+$13.3M
5
TSCO icon
Tractor Supply
TSCO
+$13.2M

Top Sells

1
+$41.2M
2
+$30M
3
+$19.8M
4
FISV
Fiserv Inc
FISV
+$13.9M
5
AAPL icon
Apple
AAPL
+$666K

Sector Composition

1 Technology 44.21%
2 Healthcare 23.92%
3 Financials 14.11%
4 Consumer Discretionary 11.77%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$400M 7.33%
1,812,953
-63,126
2
$391M 7.16%
713,779
+30,083
3
$369M 6.75%
1,511,296
+71,853
4
$329M 6.02%
661,218
+29,362
5
$298M 5.46%
569,934
+11,410
6
$295M 5.4%
5,358,519
+239,734
7
$295M 5.39%
1,266,688
+55,374
8
$292M 5.35%
779,461
+20,905
9
$272M 4.98%
1,123,865
+54,669
10
$263M 4.81%
531,225
-39,894
11
$258M 4.71%
825,065
+14,947
12
$257M 4.7%
418,948
+20,024
13
$251M 4.59%
585,951
+28,777
14
$219M 4%
716,468
+26,753
15
$207M 3.79%
815,379
+31,473
16
$200M 3.66%
1,052,759
-157,852
17
$171M 3.14%
2,614,513
-627,962
18
$147M 2.69%
827,913
+34,587
19
$135M 2.47%
784,237
+24,450
20
$121M 2.22%
764,479
-253
21
$112M 2.05%
726,165
+57,290
22
$84.1M 1.54%
219,237
+6,436
23
$76M 1.39%
486,715
-3,194
24
$10.2M 0.19%
19,211
-440
25
$2.41M 0.04%
10,865
-3,000
1
2 3