MIM

Merion Investment Management Portfolio holdings

AUM $1.26M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$180M

Top Sells

1
+$157M

Sector Composition

1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 98.36%
+3,050,090
2
$2.99M 1.64%
755,937
3
– –
-1,226,000