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
$102M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$553K
3
+$524K
4
ZBH icon
Zimmer Biomet
ZBH
+$414K
5
PM icon
Philip Morris
PM
+$322K

Top Sells

1
+$592K
2
+$543K
3
+$537K
4
HD icon
Home Depot
HD
+$483K
5
ALEX
Alexander & Baldwin
ALEX
+$477K

Sector Composition

1 Energy 29.16%
2 Consumer Staples 11.56%
3 Financials 11.46%
4 Materials 8.62%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.74%
5,748
+1,297
27
$740K 0.72%
9,863
-4,160
28
$729K 0.71%
4,175
-47
29
$729K 0.71%
55,495
-6,994
30
$720K 0.7%
14,663
+3,763
31
$709K 0.69%
3,508
-1,007
32
$691K 0.68%
10,393
-1,496
33
$655K 0.64%
21,578
-1,629
34
$629K 0.61%
12,663
-702
35
$617K 0.6%
4,440
+180
36
$560K 0.55%
12,255
-1,065
37
$543K 0.53%
7,426
+1,786
38
$540K 0.53%
16,205
+1,435
39
$538K 0.53%
9,538
-62
40
$524K 0.51%
+23,978
41
$518K 0.51%
2,550
-62
42
$518K 0.51%
39,304
+8,240
43
$510K 0.5%
8,542
+4,259
44
$484K 0.47%
5,446
-1,193
45
$454K 0.44%
7,416
+3,566
46
$454K 0.44%
7,006
-8,284
47
$439K 0.43%
5,963
-776
48
$429K 0.42%
3,874
-425
49
$414K 0.4%
+3,234
50
$413K 0.4%
8,022
-38
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