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
$152M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$537K
2 +$329K
3 +$212K
4
MS icon
Morgan Stanley
MS
+$201K
5
LHX icon
L3Harris
LHX
+$198K

Top Sells

1 +$575K
2 +$284K
3 +$249K
4
PAG icon
Penske Automotive Group
PAG
+$159K
5
JNJ icon
Johnson & Johnson
JNJ
+$159K

Sector Composition

1 Energy 24.81%
2 Financials 19.74%
3 Technology 17.01%
4 Communication Services 9%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.13%
+858
102
$180K 0.12%
19,690
103
$143K 0.09%
12,578