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
$99.3M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$900K
3
+$700K
4
NRP icon
Natural Resource Partners
NRP
+$595K
5
BTU icon
Peabody Energy
BTU
+$491K

Top Sells

1
+$542K
2
+$481K
3
+$445K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$360K
5
PSX icon
Phillips 66
PSX
+$319K

Sector Composition

1 Energy 34.66%
2 Financials 11.47%
3 Consumer Staples 10.36%
4 Materials 9.06%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$677K 0.68%
3,773
-271
27
$645K 0.65%
20,493
+450
28
$630K 0.63%
4,303
-211
29
$607K 0.61%
139,531
+88,531
30
$595K 0.6%
+10,955
31
$573K 0.57%
2,877
-217
32
$565K 0.56%
5,982
+127
33
$550K 0.55%
28,313
+10,450
34
$540K 0.54%
4,915
+102
35
$510K 0.51%
5,403
+1,908
36
$506K 0.51%
26,141
+479
37
$493K 0.49%
7,979
-445
38
$488K 0.49%
18,472
-1,118
39
$486K 0.49%
9,675
-7,175
40
$481K 0.48%
10,185
-591
41
$461K 0.46%
3,548
-220
42
$458K 0.46%
4,150
-200
43
$451K 0.45%
2,529
+40
44
$440K 0.44%
8,459
+214
45
$439K 0.44%
8,428
-190
46
$430K 0.43%
7,650
-3,315
47
$423K 0.42%
9,643
+238
48
$407K 0.41%
3,192
-47
49
$378K 0.38%
1,259
+265
50
$375K 0.38%
4,255
-55
1
2
3 4