MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.86%
This Quarter Est. Return
1 Year Est. Return
+43.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.4M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.37M
3
+$448K
4
MMM icon
3M
MMM
+$241K
5
DISH
DISH Network Corp.
DISH
+$4.07K

Top Sells

1
+$2M
2
+$1.55M
3
+$1.42M
4
ESI icon
Element Solutions
ESI
+$1.23M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.14M

Sector Composition

1 Energy 30.26%
2 Communication Services 17.78%
3 Financials 13.72%
4 Consumer Discretionary 11.75%
5 Real Estate 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-96,925
27
– –
-135,050
28
– –
-35,388
29
– –
-17,356
1
2