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
$144M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$874K
2 +$503K
3 +$430K
4
HLT icon
Hilton Worldwide
HLT
+$247K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$225K

Top Sells

1 +$9.35M
2 +$3.29M
3 +$1.95M
4
AAPL icon
Apple
AAPL
+$702K
5
IBB icon
iShares Biotechnology ETF
IBB
+$291K

Sector Composition

1 Financials 24.26%
2 Energy 20.79%
3 Technology 17.85%
4 Communication Services 9.73%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$177K 0.12%
12,578
102
-3,005
103
-2,100
104
-495
105
-858
106
-2,000
107
-136,076
108
-19,690
109
-411