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
$118M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.01M
3 +$799K
4
TECK icon
Teck Resources
TECK
+$634K
5
MU icon
Micron Technology
MU
+$513K

Top Sells

1 +$485K
2 +$394K
3 +$276K
4
MOS icon
The Mosaic Company
MOS
+$201K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$188K

Sector Composition

1 Energy 23.21%
2 Technology 18.78%
3 Financials 13.07%
4 Communication Services 10.16%
5 Materials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,500