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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$8.42M
3
+$7.42M
4
JEF icon
Jefferies Financial Group
JEF
+$5.4M
5
AVLR
Avalara, Inc.
AVLR
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.81%
2 Communication Services 18.85%
3 Financials 12.07%
4 Materials 6.83%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23K 0.02%
+200
152
$23K 0.02%
+2,000
153
$23K 0.02%
+342
154
$22K 0.02%
+2,000
155
$22K 0.02%
+185
156
$21K 0.02%
+192
157
$20K 0.02%
+212
158
$19K 0.02%
+303
159
$19K 0.02%
+454
160
$18K 0.02%
+52
161
$18K 0.02%
+532
162
$17K 0.01%
+2,000
163
$17K 0.01%
+342
164
$16K 0.01%
+120
165
$15K 0.01%
+200
166
$15K 0.01%
+249
167
$14K 0.01%
+53
168
$14K 0.01%
+20
169
$14K 0.01%
+126
170
$14K 0.01%
+99
171
$13K 0.01%
+400
172
$13K 0.01%
+63
173
$12K 0.01%
+63
174
$11K 0.01%
+505
175
$11K 0.01%
+55
5 6
7
8 9