MIM
Merrion Investment Management Portfolio holdings
AUM
$174M
1-Year Est. Return
36.74%
1 Year Est. Return
+36.74%
AUM
$154M
AUM Growth
+$14.9M
(+11%)
Holding
105
Top Buys
| 1 | +$728K | |
| 2 | +$355K | |
| 3 | +$307K | |
| 4 |
NRG Energy
NRG
|
+$263K |
| 5 |
L3Harris
LHX
|
+$215K |
Top Sells
| 1 | +$2.03M | |
| 2 | +$779K | |
| 3 | +$652K | |
| 4 |
NVIDIA
NVDA
|
+$422K |
| 5 |
Johnson & Johnson
JNJ
|
+$305K |
Sector Composition
| 1 | Financials | 20.69% |
| 2 | Energy | 20.4% |
| 3 | Technology | 20.24% |
| 4 | Industrials | 9.3% |
| 5 | Communication Services | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
L3Harris
LHX
$54.4B
| $215K | 0.14% |
+858
|
|
||
102
ServiceNow
NOW
$190B
| $206K | 0.13% |
+200
|
|
||
103
Blue Owl Capital
OWL
$10.9B
| $192K | 0.12% |
+10,000
|
|
||
104
Freeport-McMoran
FCX
$60.6B
| – | – |
-6,000
|
|
||
105
ConocoPhillips
COP
$109B
| – | – |
-2,055
|
|