MIM
Merrion Investment Management Portfolio holdings
AUM
$154M
This Quarter Return
+10.4%
1 Year Return
+26.2%
3 Year Return
+107.61%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+9.9%)
Cap. Flow
+$2.54M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
48.97%
Holding
100
New
9
Increased
12
Reduced
21
Closed
1
Top Buys
| 1 |
Canadian Natural Resources
CNQ
|
$2.32M |
| 2 |
BWX Technologies
BWXT
|
$739K |
| 3 |
Halliburton
HAL
|
$383K |
| 4 |
Caterpillar
CAT
|
$366K |
| 5 |
Palo Alto Networks
PANW
|
$284K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.05M |
| 2 |
Microsoft
MSFT
|
$316K |
| 3 |
Walmart
WMT
|
$237K |
| 4 |
Apple
AAPL
|
$199K |
| 5 |
Cameco
CCJ
|
$156K |
Sector Composition
| 1 | Energy | 26.78% |
| 2 | Financials | 17.3% |
| 3 | Technology | 16.18% |
| 4 | Communication Services | 9.08% |
| 5 | Materials | 6.26% |
