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
$139M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$1.96M
3 +$1.6M
4
MGM icon
MGM Resorts International
MGM
+$1.21M
5
CEG icon
Constellation Energy
CEG
+$1.02M

Top Sells

1 +$1.01M
2 +$459K
3 +$316K
4
PAG icon
Penske Automotive Group
PAG
+$305K
5
MSFT icon
Microsoft
MSFT
+$268K

Sector Composition

1 Financials 22.94%
2 Technology 20.55%
3 Energy 19.02%
4 Communication Services 8.34%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000
102
-12,578
103
-200