MIM

Merrion Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 37.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.81%
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
+$2.09M
2
+$976K
3
+$804K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$695K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$443K

Top Sells

1
+$1.05M
2
+$606K
3
+$307K
4
PNC icon
PNC Financial Services
PNC
+$303K
5
COIN icon
Coinbase
COIN
+$263K

Sector Composition

1 Communication Services 20.64%
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
– –
-5,500
102
– –
-616
103
– –
-2,400
1 2 3 4
5