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
$87.2M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.26M
3
+$3.7K

Top Sells

1
+$821K
2
+$560K
3
+$437K
4
LBRDA icon
Liberty Broadband Class A
LBRDA
+$31.1K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$30K

Sector Composition

1 Energy 38.65%
2 Materials 19.04%
3 Financials 15.13%
4 Communication Services 7.88%
5 Technology 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 38.65%
170,013
-147
2
$10.9M 12.55%
248,502
-615
3
$5.66M 6.49%
40,515
-10
4
$5.42M 6.21%
24,980
-5
5
$4.95M 5.67%
135,449
-352
6
$4M 4.59%
32,274
-242
7
$3.31M 3.8%
18,554
-2,450
8
$2.95M 3.38%
110,430
-21,003
9
$2.8M 3.21%
378,681
+500
10
$2.63M 3.01%
53,008
-341
11
$1.79M 2.06%
11,032
12
$1.67M 1.91%
+9,090
13
$1.42M 1.62%
46,149
-663
14
$1.31M 1.5%
14,015
-20
15
$1.26M 1.45%
+13,750
16
$916K 1.05%
36,105
-32,368
17
$739K 0.85%
6,052
-255
18
$575K 0.66%
14,000
19
$460K 0.53%
33,097
20
$445K 0.51%
15,930
-21
21
$268K 0.31%
2,400