MIM

Merrion Investment Management Portfolio holdings

AUM $174M
1-Year Est. Return 36.74%
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.18M
3
+$1.01M
4
META icon
Meta Platforms (Facebook)
META
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K

Top Sells

1
+$4.81M
2
+$475K
3
+$470K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$399K
5
LMT icon
Lockheed Martin
LMT
+$369K

Sector Composition

1 Communication Services 23.39%
2 Technology 18.18%
3 Financials 12.66%
4 Energy 9.08%
5 Materials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$525K 0.44%
23,880
52
$451K 0.38%
1,769
+1,550
53
$447K 0.37%
19,500
+5,900
54
$438K 0.37%
7,851
+1
55
$430K 0.36%
3,045
56
$424K 0.35%
3,000
57
$420K 0.35%
4,000
58
$420K 0.35%
20,000
59
$411K 0.34%
7,075
60
$398K 0.33%
2,521
61
$374K 0.31%
3,000
62
$368K 0.31%
10,209
-45
63
$346K 0.29%
4,048
+1
64
$327K 0.27%
1,825
65
$324K 0.27%
6,900
66
$320K 0.27%
1,579
67
$318K 0.27%
8,300
68
$305K 0.25%
13,372
-8,871
69
$298K 0.25%
4,000
70
$297K 0.25%
1,500
71
$282K 0.24%
5,800
+400
72
$281K 0.23%
1,000
73
$281K 0.23%
800
74
$257K 0.21%
1,155
75
$244K 0.2%
3,000
1 2
3
4 5