MIM
Merrion Investment Management Portfolio holdings
AUM $139M
This Quarter Return
-6.87%
1 Year Return
+11%
3 Year Return
+44.96%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
-$4.46M (-3%)
Cap. Flow
-$4.06M
Cap. Flow % of AUM
-2.91%
Top 10 Holdings %Top 10 Hldgs %
47.07%
Holding
103
New
2
Increased
16
Reduced
35
Closed
5
Top Buys
1 | $6.46M | |
2 | $1.96M | |
3 | $1.6M | |
4 | $1.21M | |
5 | $1.02M |
Top Sells
1 | $12.8M | |
2 | $1.01M | |
3 | $459K | |
4 | $316K | |
5 | $305K |
Sector Composition
1 | Financials | 22.94% |
2 | Technology | 20.55% |
3 | Energy | 19.02% |
4 | Communication Services | 8.34% |
5 | Industrials | 7.43% |