MIM

Meixler Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$10.1M
3 +$9.47M
4
SU icon
Suncor Energy
SU
+$6.65M
5
LMT icon
Lockheed Martin
LMT
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.64%
2 Consumer Staples 12.53%
3 Financials 11.49%
4 Materials 6.37%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$883K 0.91%
+15,290
27
$817K 0.84%
+6,639
28
$750K 0.77%
+4,222
29
$716K 0.74%
+13,905
30
$692K 0.71%
+5,895
31
$645K 0.66%
+13,365
32
$627K 0.65%
+13,320
33
$623K 0.64%
+10,519
34
$617K 0.64%
+4,260
35
$575K 0.59%
+2,612
36
$544K 0.56%
+6,739
37
$506K 0.52%
+10,900
38
$496K 0.51%
+13,744
39
$480K 0.49%
+23,207
40
$480K 0.49%
+18,125
41
$477K 0.49%
+19,025
42
$472K 0.49%
+10,600
43
$467K 0.48%
+11,889
44
$461K 0.47%
+14,770
45
$457K 0.47%
+5,640
46
$447K 0.46%
+9,600
47
$405K 0.42%
+7,430
48
$401K 0.41%
+4,299
49
$393K 0.4%
+8,060
50
$381K 0.39%
+31,064