MIM
Merion Investment Management Portfolio holdings
AUM
$1.26M
This Quarter Return
+8.86%
1 Year Return
+28.57%
3 Year Return
+27.66%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+5,381%)
Cap. Flow
+$158M
Cap. Flow
% of AUM
98.57%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$157M |
| 2 |
Great Lakes Dredge & Dock
GLDD
|
$693K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TW
1
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $157M | 98.13% | +1,226,000 | New | +$157M |
|
|
2
Great Lakes Dredge & Dock
GLDD
$793M
| $2.99M | 1.87% | 755,937 +175,000 | +30% | +$693K |
|