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
201
$5K ﹤0.01%
+139
202
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+11
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0
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212
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224
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225
$4K ﹤0.01%
+11