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MIM
Merrion Investment Management Portfolio holdings
AUM
$211M
1-Year Est. Return
60.42%
This Fund
S&P 500
This Quarter
Est. Return
+19.21%
1 Year Est. Return
+60.42%
3 Year Est. Return
+165.85%
5 Year Est. Return
+200.14%
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
92.43%
Top 10 Holdings %
Top 10 Hldgs %
51.42%
Holding
259
New
258
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$8.11M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$6.54M |
| 4 |
AVLR
Avalara, Inc.
AVLR
|
+$5.01M |
| 5 |
Jefferies Financial Group
JEF
|
+$4.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.81% |
| 2 | Communication Services | 19.8% |
| 3 | Financials | 12.07% |
| 4 | Materials | 6.83% |
| 5 | Healthcare | 6.6% |
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Merrion Investment Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Merrion Investment Management, which disclosed 259 positions worth $118M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is Apple: 117,666 shares worth $15.6M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Communication Services and Financials.
- Merrion Investment Management's largest Q4 2020 buy was Apple: 117,666 shares worth $15.6M.
- Merrion Investment Management's ten largest holdings make up 51% of its $118M portfolio in Q4 2020.
- Merrion Investment Management disclosed 259 positions in Q4 2020, its first 13F filing on record.
Based on Merrion Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.