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
$152M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$401K
3
+$224K
4
VEEV icon
Veeva Systems
VEEV
+$210K
5
MS icon
Morgan Stanley
MS
+$208K

Top Sells

1
+$600K
2
+$310K
3
+$258K
4
PAG icon
Penske Automotive Group
PAG
+$162K
5
JNJ icon
Johnson & Johnson
JNJ
+$162K

Sector Composition

1 Energy 24.81%
2 Financials 19.74%
3 Technology 17.01%
4 Communication Services 9%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.43%
1,145
+20
52
$611K 0.4%
3,595
53
$593K 0.39%
7,010
54
$579K 0.38%
+12,070
55
$547K 0.36%
12,300
56
$544K 0.36%
2,091
57
$538K 0.36%
1,000
58
$537K 0.35%
3,000
59
$536K 0.35%
3,500
60
$513K 0.34%
25,000
61
$507K 0.33%
3,000
62
$502K 0.33%
7,000
63
$499K 0.33%
2,700
64
$494K 0.33%
1,821
65
$488K 0.32%
3,037
66
$485K 0.32%
1,017
67
$467K 0.31%
1,005
68
$453K 0.3%
2,031
69
$436K 0.29%
2,100
70
$405K 0.27%
3,000
71
$401K 0.26%
+6,400
72
$391K 0.26%
1,000
73
$371K 0.24%
1,620
74
$370K 0.24%
750
75
$365K 0.24%
4,000
+1,000
1 2
3
4 5