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
$103M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$584K
3 +$482K
4
MGM icon
MGM Resorts International
MGM
+$290K
5
CNI icon
Canadian National Railway
CNI
+$281K

Top Sells

1 +$6.17M
2 +$2.77M
3 +$1.32M
4
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,150