MIM
Merrion Investment Management Portfolio holdings
AUM
$154M
This Quarter Return
-15.72%
1 Year Return
+26.2%
3 Year Return
+107.61%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-24%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-11.98%
Top 10 Holdings %
Top 10 Hldgs %
52.08%
Holding
101
New
3
Increased
10
Reduced
32
Closed
11
Top Buys
| 1 |
Goldman Sachs
GS
|
$1.41M |
| 2 |
Amazon
AMZN
|
$757K |
| 3 |
ATCO
Atlas Corp.
ATCO
|
$584K |
| 4 |
Warner Bros
WBD
|
$482K |
| 5 |
MGM Resorts International
MGM
|
$290K |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$6.17M |
| 2 |
DISH
DISH Network Corp.
DISH
|
$2.77M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32M |
| 4 |
Walt Disney
DIS
|
$1.01M |
| 5 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$869K |
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Financials | 14.32% |
| 3 | Energy | 14.23% |
| 4 | Communication Services | 13.14% |
| 5 | Materials | 9.45% |