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
$136M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$433K
2 +$417K
3 +$307K
4
LNG icon
Cheniere Energy
LNG
+$304K
5
MDLZ icon
Mondelez International
MDLZ
+$245K

Top Sells

1 +$550K
2 +$329K
3 +$324K
4
SPR icon
Spirit AeroSystems
SPR
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$242K

Sector Composition

1 Communication Services 20.92%
2 Technology 19.84%
3 Financials 13.74%
4 Energy 9.6%
5 Materials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-956