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
$145M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$983K
2 +$753K
3 +$499K
4
PSX icon
Phillips 66
PSX
+$289K
5
ADBE icon
Adobe
ADBE
+$199K

Top Sells

1 +$1.25M
2 +$583K
3 +$378K
4
UNH icon
UnitedHealth
UNH
+$302K
5
VEEV icon
Veeva Systems
VEEV
+$232K

Sector Composition

1 Energy 26.62%
2 Financials 17.52%
3 Technology 17.36%
4 Communication Services 9.98%
5 Materials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,000
102
-2,220