MIM
Merrion Investment Management Portfolio holdings
AUM
$154M
This Quarter Return
+7.89%
1 Year Return
+26.2%
3 Year Return
+107.61%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+10%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
52.75%
Holding
96
New
3
Increased
14
Reduced
15
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.59M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$407K |
| 3 |
Triple Flag Precious Metals
TFPM
|
$228K |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$225K |
| 5 |
Oneok
OKE
|
$211K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$343K |
| 2 |
Tidewater
TDW
|
$284K |
| 3 |
iShares Biotechnology ETF
IBB
|
$272K |
| 4 |
Canadian National Railway
CNI
|
$271K |
| 5 |
Veeva Systems
VEEV
|
$203K |
Sector Composition
| 1 | Energy | 25.12% |
| 2 | Technology | 17.13% |
| 3 | Financials | 17.01% |
| 4 | Communication Services | 10.92% |
| 5 | Materials | 6.5% |
