MRI

Mad River Investors Portfolio holdings

AUM $219M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$131K
2 +$85.4K
3 +$75.6K
4
MSB
Mesabi Trust
MSB
+$61.9K
5
CVEO icon
Civeo
CVEO
+$57.1K

Top Sells

1 +$213K
2 +$143K
3 +$127K
4
BA icon
Boeing
BA
+$75.9K
5
ICE icon
Intercontinental Exchange
ICE
+$72.7K

Sector Composition

1 Energy 63.93%
2 Materials 11.32%
3 Financials 8.34%
4 Consumer Discretionary 6.62%
5 Technology 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$38K 0.03%
11,250
+550
27
-1,200