MIM
Merion Investment Management Portfolio holdings
AUM
$1.26M
This Quarter Return
+3.36%
1 Year Return
+28.57%
3 Year Return
+27.66%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+14%)
Cap. Flow
+$22.3M
Cap. Flow
% of AUM
12.2%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$180M |
Top Sells
| 1 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$157M |
Sector Composition
| 1 | Industrials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JAH
1
DELISTED
JARDEN CORPORATION
JAH
| $180M | 98.36% |
+3,050,090
| New | +$180M |
|
2
Great Lakes Dredge & Dock
GLDD
$793M
| $2.99M | 1.64% |
755,937
| – | – |
|
|
TW
3
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| – | – |
-1,226,000
| Closed | -$157M |
|