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
$137M
AUM Growth
+$511K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$923K
3 +$783K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$455K

Top Sells

1 +$1.09M
2 +$593K
3 +$307K
4
PNC icon
PNC Financial Services
PNC
+$277K
5
COIN icon
Coinbase
COIN
+$263K

Sector Composition

1 Communication Services 20%
2 Technology 18.13%
3 Energy 12.74%
4 Financials 12.12%
5 Materials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,045
102
-2,500
103
-2,400