MIM
Merrion Investment Management Portfolio holdings
AUM
$154M
This Quarter Return
+0.7%
1 Year Return
+26.2%
3 Year Return
+107.61%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-0.41%)
Cap. Flow
-$472K
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
53.55%
Holding
98
New
6
Increased
17
Reduced
9
Closed
6
Top Buys
| 1 |
Mercer International
MERC
|
$319K |
| 2 |
Simon Property Group
SPG
|
$259K |
| 3 |
Albemarle
ALB
|
$227K |
| 4 |
Costco
COST
|
$224K |
| 5 |
Pfizer
PFE
|
$217K |
Top Sells
| 1 |
AbbVie
ABBV
|
$474K |
| 2 |
Lockheed Martin
LMT
|
$413K |
| 3 |
Air Products & Chemicals
APD
|
$287K |
| 4 |
Canadian National Railway
CNI
|
$263K |
| 5 |
AT&T
T
|
$238K |
Sector Composition
| 1 | Communication Services | 23.91% |
| 2 | Technology | 18.95% |
| 3 | Financials | 13.99% |
| 4 | Energy | 9.52% |
| 5 | Materials | 7.17% |
