MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.37%
This Quarter Est. Return
1 Year Est. Return
+43.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$58.3K
3 +$51.5K
4
CBOE icon
Cboe Global Markets
CBOE
+$24.4K
5
WPM icon
Wheaton Precious Metals
WPM
+$11.5K

Top Sells

1 +$2.03M
2 +$455K
3 +$396K
4
PBT
Permian Basin Royalty Trust
PBT
+$333K
5
CVEO icon
Civeo
CVEO
+$307K

Sector Composition

1 Energy 57.58%
2 Materials 10.57%
3 Consumer Discretionary 4.52%
4 Technology 3.06%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$62.4K 0.03%
28,000
27
-1,318