MIM

Merrion Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 37.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.81%
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
+$14.2M
2
+$8.11M
3
+$6.54M
4
AVLR
Avalara, Inc.
AVLR
+$5.01M
5
JEF icon
Jefferies Financial Group
JEF
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.81%
2 Communication Services 19.8%
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
176
$11K 0.01%
+95
177
$11K 0.01%
+875
178
$11K 0.01%
+228
179
$10K 0.01%
+487
180
$10K 0.01%
+114
181
$9K 0.01%
+100
182
$9K 0.01%
+112
183
$9K 0.01%
+316
184
$8K 0.01%
+238
185
$8K 0.01%
+350
186
$8K 0.01%
+92
187
$8K 0.01%
+134
188
$8K 0.01%
+23
189
$7K 0.01%
+550
190
$7K 0.01%
+500
191
$7K 0.01%
+145
192
$6K 0.01%
+11
193
$6K 0.01%
+82
194
$6K 0.01%
+640
195
$5K ﹤0.01%
+25
196
$5K ﹤0.01%
+1,140
197
$5K ﹤0.01%
+70
198
$5K ﹤0.01%
+76
199
$5K ﹤0.01%
+41
200
$5K ﹤0.01%
+139
6 7
8
9 10