MIM

Meridiem Investment Management Portfolio holdings

AUM $4.74B
1-Year Est. Return 8.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$28.6M
3
+$4.24M
4
ALGN icon
Align Technology
ALGN
+$4.08M
5
ADP icon
Automatic Data Processing
ADP
+$3.58M

Top Sells

1
+$84.1M
2
+$48.1M
3
+$40.9M
4
APH icon
Amphenol
APH
+$39.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Sector Composition

1 Technology 46.94%
2 Healthcare 21.63%
3 Financials 12.75%
4 Consumer Discretionary 12.06%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$389M 7.07%
782,107
+2,646
2
$359M 6.53%
639,868
-73,911
3
$332M 6.03%
1,518,006
+6,710
4
$331M 6.02%
420,555
+1,607
5
$314M 5.7%
1,819,845
+6,892
6
$302M 5.49%
588,492
+2,541
7
$289M 5.25%
531,818
+593
8
$283M 5.15%
5,367,331
+8,812
9
$283M 5.14%
945,828
+120,763
10
$280M 5.1%
1,068,968
-197,720
11
$272M 4.95%
1,120,989
-2,876
12
$270M 4.9%
664,893
+3,675
13
$253M 4.6%
821,330
+5,951
14
$234M 4.26%
1,068,639
+15,880
15
$225M 4.08%
728,122
+11,654
16
$210M 3.82%
2,127,643
-486,870
17
$201M 3.65%
644,636
+74,702
18
$149M 2.71%
787,559
+23,080
19
$146M 2.66%
808,859
+24,622
20
$146M 2.65%
830,036
+2,123
21
$129M 2.35%
732,947
+6,782
22
$84.8M 1.54%
478,312
-8,403
23
$9.09M 0.17%
18,737
-474
24
$2.07M 0.04%
10,094
-771
25
$1.7M 0.03%
7,510
-1,350
1
2 3