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
$116M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$706K
2 +$419K
3 +$291K
4
META icon
Meta Platforms (Facebook)
META
+$240K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$238K

Top Sells

1 +$2.55M
2 +$533K
3 +$397K
4
LHX icon
L3Harris
LHX
+$360K
5
EW icon
Edwards Lifesciences
EW
+$283K

Sector Composition

1 Energy 27.48%
2 Technology 17.33%
3 Financials 14.28%
4 Communication Services 10.81%
5 Materials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,070
102
-5,816
103
-616
104
-1,700
105
-4,950
106
-6,075