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
Cap. Flow
-$4.06M
Cap. Flow %
-2.91%
Top 10 Hldgs %
47.07%
Holding
103
New
2
Increased
16
Reduced
35
Closed
5

Sector Composition

1Financials22.94%
2Technology20.55%
3Energy19.02%
4Communication Services8.34%
5Industrials7.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,000
Closed
-$305K
-2,045
Closed
-$316K
-1,000
Closed
-$210K